Thomas Lind, financial advisor Eau Claire WI

Thomas Lind

CRD Number: 3102938
Current Firm: Lasalle St. Investment Advisors, LLC

Thomas Lind (CRD# 3102938) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Eau Claire, WI and has over 25 years of experience in the finance industry. Thomas Lind 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.

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Professional Designations
Company Name Location Dates Years
Lasalle St. Invesment Advisors, LLC Eau Claire, WI Oct 2010 - Current 13
Lasalle St. Securities, LLC Eau Claire, WI Oct 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Thomas W. Lind
Phone Number: 630-600-0500
Registered State(s):
  • AZ
  • CO
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    2,728
    MILLIONS
  • Total Number of Accounts
    8,533
    ACCOUNTS
  • Average Account Value
    $319,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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