Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Loren Wrich is a financial advisor with over 35 years of experience in the industry. Thomas is currently registered with &partners, LLC. Prior to joining &partners, LLC, Thomas was employed with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Thomas holds licenses Series 63, 65, 7 and SIE and has been a registered investment advisor since 1999. Thomas is registered with FINRA and the state of Minnesota. Thomas's specializations include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Thomas has a strong reputation for providing personalized financial advice to individuals and families. Thomas is committed to helping clients achieve their financial goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MN
06/07/2024 - Present
&partners (Bloomington MN)
MN
07/01/2003 - 06/13/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
NY
03/05/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/02/1998 - 03/16/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
05/22/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
04/15/1991 - 06/05/1992
KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED (MINNEAPOLIS MN)
MN
12/26/1986 - 04/19/1991
VAN CLEMENS & CO. INCORPORATED (MINNEAPOLIS MN)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Wrich is the right advisor for you? Invested Better is here to help.
