Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ibsen is an Investment Advisor Representative at The Wealth Consulting Group. Thomas has over 30 years of experience in the financial services industry and is licensed in multiple states, including Colorado and Texas. He has worked with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Thomas's primary focus is on providing financial planning and portfolio management services. He is also a Registered Principal and has a strong background in municipal securities. In addition to his role at The Wealth Consulting Group, Thomas also holds an insurance license and co-owns a property and casualty insurance agency.
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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NV
09/07/2022 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
CO
04/03/2020 - 03/26/2024
LPL FINANCIAL LLC (CENTENNIAL CO)
CO
03/25/2017 - 04/08/2020
MML INVESTORS SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
09/03/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
08/10/2011 - 01/02/2015
NEW ENGLAND SECURITIES (GREENWOOD VILLAGE CO)
MN
03/05/2010 - 08/05/2011
PARK AVENUE SECURITIES LLC (BLOOMINGTON MN)
MN
02/10/1992 - 03/03/2010
AXA ADVISORS, LLC (MINNEAPOLIS MN)
NY
02/10/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
05/28/1991 - 07/16/1991
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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