Thomas Steidl (CRD# 5495428) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alexandria, MN and has over 14 years of experience in the finance industry. Thomas Steidl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4545605
Thrivent Investment Management Inc.
CRD# 5947923
Thrivent Investment Management Inc.
CRD# 5792243
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Alexandria, MN | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Alexandria, MN | Oct 2014 - Mar 2020 | 5 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Nov 2009 - Oct 2014 | 4 |
| Allianz Life Financial Services | Minneapolis, MN | Nov 2009 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- IA
- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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