Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas R Opsahl is a financial advisor with Colorado Financial Service Corp. Thomas has over 30 years of experience in the financial services industry. Thomas's professional experience includes working with a number of firms including Concorde Investment Services, LLC, Independent Financial Group, LLC, Oak Street Securities, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, Prudential Securities Incorporated, and PaineWebber Incorporated. Thomas specializes in portfolio management for individuals and selection of other advisors.
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.
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
CO
02/10/2017 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
MN
01/30/2014 - 12/31/2016
CONCORDE INVESTMENT SERVICES, LLC (Stillwater MN)
MN
11/26/2013 - 01/29/2014
INDEPENDENT FINANCIAL GROUP, LLC (FOREST LAKE MN)
WI
04/25/2005 - 08/17/2012
OAK STREET SECURITIES, INC. (OSCEOLA WI)
AZ
10/01/2002 - 11/24/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
12/18/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
11/07/1988 - 02/21/1995
PRUDENTIAL SECURITIES INCORPORATED
NA
01/26/1984 - 11/12/1988
PAINEWEBBER INCORPORATED
IA
Issued 04/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/2009
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/26/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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