Charles Theis (CRD# 7455870) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood Falls, MN and has over 2 years of experience in the finance industry.
CRD# 6170830
Thrivent Investment Management Inc.
CRD# 6422626
Lpl Financial LLC
CRD# 2253109
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Redwood Falls, MN | Oct 2021 - Current | 2 |
Minnwest Bank | Redwood Falls, MN | May 2019 - Oct 2021 | 2 |
Bethany Lutheran College | Mankato, MN | Aug 2018 - May 2019 | < 1 |
Schult Homes | Redwood Falls, MN | May 2018 - Aug 2018 | < 1 |
Augustana University | Sioux Falls, SD | Sep 2017 - May 2018 | < 1 |
Wabasso Public School | Wabasso, MN | Oct 2011 - Sep 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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