Thomas Conlin (CRD# 6982069) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Shoreview, MN and has over 2 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Shoreview, MN | Oct 2021 - Current | 2 |
| Rbc Capital Markets, LLC | Shoreview, MN | Aug 2020 - Current | 3 |
| Mounds View High School | Arden Hills, MN | Oct 2018 - Aug 2020 | 1 |
| Rbc Wealth Management | Minneapolis, MN | Jun 2018 - Feb 2020 | 1 |
| Anderson Trucking Service | Saint Louis Park, MN | Oct 2017 - May 2018 | < 1 |
| Buckeye International | Hopkins, MN | Jun 2017 - Sep 2017 | < 1 |
| Saint John's University | Collegeville, MN | Oct 2015 - May 2017 | 1 |
| Saint John's University | Collegeville, MN | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- MN
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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