Mary Ann ThielkeCRD Number: 1794649
Current Firm: Principal Securities, Inc.
Mary Ann Thielke (CRD# 1794649) is an Investment Advisor Representative working at Principal Securities, Inc. in Sheboygan, WI and has over 28 years of experience in the finance industry.
Eagle Strategies LLC
Raymond James Financial Services Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
|Union Financial Inc.||Sheboygan, WI||Dec 2011 - Current||5|
|Princor Financial Services Corp||Sheboygan, WI||Oct 2010 - Current||6|
|Thielke Financial Services LLC||Sheboygan, WI||Sep 2010 - Current||6|
|Principal Life Insurance Company||Sheboygan, WI||Oct 2010 - Dec 2011||1|
|Packerland Brokerage Services, Inc.||Green Bay, WI||Mar 2008 - Oct 2010||2|
|Park Avenue Securities||Sheboygan, WI||Sep 2005 - Mar 2008||2|
|Guardian Life Insurance Company Of America||Sheboygan, WI||Aug 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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