Thomas Lind, financial advisor Eau Claire WI
96 score

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 18 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 6
Lasalle St. Securities, LLC Eau Claire, WI Oct 2006 - Current 10
Lasalle St. Investment Advisors, LLC Eau Claire, WI Oct 2006 - Dec 2008 2
Thrivent Investment Management Inc. Eau Claire, WI Jul 2002 - Oct 2006 4
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Oct 2006 4
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):
  • MN
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
    874
    MILLIONS
  • Total Number of Accounts
    2,859
    ACCOUNTS
  • Average Account Value
    $305,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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