Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ellefsen is a financial advisor with over 25 years of experience in the industry. Thomas has a diverse background, having worked with firms like Securities America, Inc., Investcorp, Inc. and NFP Advisor Services, LLC. Thomas holds the Series 6 and SIE licenses, along with the Series 63. Thomas is currently registered with Osaic Wealth, Inc. and is located in Minneapolis, Minnesota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
MN
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
MN
01/07/2016 - 07/17/2020
INVESTACORP, INC. (MINNETONKA MN)
IN
12/02/2005 - 03/25/2015
NFP ADVISOR SERVICES, LLC (INDIANAPOLIS IN)
IN
08/02/2001 - 12/05/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
11/23/1999 - 08/13/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
07/03/1996 - 03/22/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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