Thomas KristensenCRD Number: 1127279
Current Firm: Silverstone Asset Management Inc.
Thomas Kristensen (CRD# 1127279) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 25 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Silverstone Asset Management Inc.||Council Bluffs, IA||Jul 2012 - Current||5|
|M. Holdings Securities, Inc.||Council Bluffs, IA||Feb 2002 - Current||16|
|Silverstone Group, Inc.||Coucil Bluffs, IA||Jan 2002 - Current||16|
|M Holdings Securities, Inc.coun||Council Bluffs, IA||Jul 2002 - Sep 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management555MILLIONS
Total Number of Accounts211ACCOUNTS
Average Account Value$2,630,084
- 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)
- Educational seminars/workshops
IA, NE, SD