Joseph Thomas, financial advisor Phoenix AZ

Joseph Thomas

CRD Number: 6741331
Current Firm: Securian Financial Services, Inc.

Joseph Thomas (CRD# 6741331) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St Paul, MN Jul 2019 - Current 1
Minnesota Life Insurance Co St Paul, MN Jul 2019 - Current 1
Renaissance Financial Phoenix, AZ Jul 2019 - Current 1
University Of Nebraska Lincoln Lincoln, NE Aug 2016 - May 2019 2
Redtail Technology Chandler, AZ Jun 2017 - Jul 2017 < 1
Orion Advisor Omaha, NE Jan 2017 - Apr 2017 < 1
Apdo Pc Scottsdale, AZ Jun 2013 - Dec 2016 3
University Of Arizona Tucson, AZ Aug 2015 - May 2016 < 1
Chaparral High School Scottsdale, AZ Aug 2011 - May 2015 3
Cocopah Middle School Scottsdale, AZ Jul 2009 - May 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Joseph P. Thomas
Phone Number: 651-665-6669
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    12,355
    MILLIONS
  • Total Number of Accounts
    43,272
    ACCOUNTS
  • Average Account Value
    $285,525
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
  • 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
Types of Clients
Registered States

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

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