Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Partridge is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with B.b. Graham & Company, Inc. and is licensed to provide investment advice in several states, including Arizona, Colorado, Iowa, and Minnesota. Thomas has a strong track record of success in helping clients achieve their financial goals. Thomas has held previous positions at several other firms, including Capital Financial Services, Inc., Questar Capital Corporation, USAllianz Securities, Inc., UVEST Financial Services Group, Inc., and Ascend Financial Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
05/31/2019 - Present
B.b. Graham & Company, Inc. (Mankato MN)
MN
07/27/2012 - 05/31/2019
CAPITAL FINANCIAL SERVICES, INC. (Mankato MN)
MN
12/01/2006 - 07/30/2012
QUESTAR CAPITAL CORPORATION (OWATONNA MN)
MN
12/09/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (OWATONNA MN)
NC
08/14/2002 - 11/22/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
04/20/2000 - 08/15/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
09/03/1998 - 03/07/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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