Thomas Von Riesen (CRD# 2235723) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 31 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub International Investment Services, Inc. | Kansas City, MO | Sep 2022 - Current | 1 |
| Hub Investment Advisors, Inc (was Silverstone Asset Management) | Omaha, NE | Jul 2012 - Current | 11 |
| M Holdings Securities, Inc. | Omaha, NE | Sep 2000 - Current | 23 |
| Hub International Great Plains, Llc (was Silverstone Group Inc) | Omaha, NE | Feb 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
- NE
-
Total Assets Under Management1,511MILLIONS
-
Total Number of Accounts493ACCOUNTS
-
Average Account Value$3,065,712
- 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
CA, CO, IA, IL, MI, NE, PA, SD
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