Mary Ann Thielke, financial advisor Sheboygan WI
93 score

Mary Ann Thielke

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mary Ann T. Thielke
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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