Unclaimed
Thomas Meissner is a financial advisor with Blackridge Asset Management, LLC. Thomas has been a registered representative in the financial services industry since 1989. Thomas works with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Thomas provides financial planning, educational seminars, and portfolio management services. Thomas has a Series 6, 7, 63, and 65 license. Thomas also holds a SIE license. Thomas is a strong proponent of client education and building long-term relationships. Thomas is committed to providing his clients with the highest level of service and expertise.
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.
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.
1
2
FL
07/07/2023 - Present
Blackridge Asset Management, LLC (JUPITER FL)
MI
12/28/2016 - 07/07/2023
VANDERBILT SECURITIES, LLC (Rochester Hills MI)
MI
03/03/2008 - 12/27/2016
NEXT FINANCIAL GROUP, INC. (ROCHESTER MI)
MI
10/18/2005 - 03/03/2008
CAPITAL FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
FL
06/17/2004 - 10/17/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
MN
10/24/1989 - 06/24/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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