Unclaimed
Thomas William Lind is a financial advisor with LaSalle St. Investment Advisors, LLC. Thomas is a Certified Financial Planner, has over 20 years of experience in the industry, and holds the Series 63, 65, 7, and SIE licenses. He provides financial planning, portfolio management, and pension consulting services to individuals and families. Thomas previously worked for Thrivent Investment Management Inc., Lutheran Brotherhood Securities Corp., and H.D. Vest Investment Securities, Inc. He also has experience providing fixed insurance and is registered as an investment advisor in Arizona, Colorado, Minnesota, Texas, and Wisconsin.
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.
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
WI
10/11/2010 - Present
Lasalle ST. Investment Advisors, LLC (Eau CLAIRE WI)
WI
07/01/2002 - 10/04/2006
THRIVENT INVESTMENT MANAGEMENT INC. (EAU CLAIRE WI)
MN
01/25/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
TX
08/21/1998 - 01/21/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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