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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Stoltman is an investment advisor representative at Redwood Private Wealth. Thomas has been in the industry for over 30 years and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Thomas is registered with the state of Minnesota as an Investment Advisor Representative and holds the Series 63, Series 65, and Series 24 licenses. Thomas is also an Independent Insurance Agent and Managing Director at Redwood Tax Specialists. Thomas is committed to providing his clients with personalized advice and helping them 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.
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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AZ
09/16/2021 - Present
Redwood Private Wealth (PHOENIX AZ)
MN
12/06/1999 - 08/04/2015
GARDNER FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
12/12/1995 - 12/07/1999
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
VT
11/02/1990 - 12/12/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
TX
01/18/1990 - 10/31/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
CA
11/07/1989 - 02/03/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/04/1989 - 11/07/1989
VALUE EQUITIES CORPORATION
NA
07/02/1982 - 05/09/1989
CAPITAL MANAGEMENT ASSOCIATES, INC.
NA
12/16/1980 - 07/07/1982
OFFERMAN & CO., INC.
NA
01/28/1975 - 01/15/1981
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
02/03/1976 - 01/12/1981
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/28/1975 - 02/14/1976
NORTH STAR EQUITIES COMPANY
IA
Issued 09/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1982
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1975
Series 1 - Registered Representative Examination
Active
Inactive
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