Milton Thiel, financial advisor Sugar Land TX

Milton Thiel

CRD Number: 4345473
Current Firm: Trinity Neches

Milton Thiel (CRD# 4345473) is an Investment Advisor Representative working at Trinity Neches in Sugar Land, TX and has over 23 years of experience in the finance industry. Milton Thiel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Matthew Goff, financial advisor Sugar Land TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Sugar Land TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Sugar Land TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Trinity Neches Sugar Land, TX Jan 2016 - Current 8
Purshe Kaplan Sterling Albany, NY Feb 2010 - Jan 2016 5
Ascension Capital Advisors, Inc. Houston, TX Mar 2005 - Jan 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Milton D. Thiel
Phone Number: 713-248-8129
Registered State(s):
  • TX
Current Firm Details
Trinity Neches
Firm's CRD Number: 282631
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $501,253
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.