Thomas StrangstalienCRD Number: 3048383
Current Firm: Royal Fund Management, LLC
Thomas Strangstalien (CRD# 3048383) is an Investment Advisor Representative working at Royal Fund Management, LLC in West Salem, WI and has over 18 years of experience in the finance industry.
Interactive Financial Advisors
Harbour Investments, Inc.
Coordinated Capital Securities, Inc.
|National Mutual Benefit||Madison, WI||Feb 2015 - Current||2|
|Royal Fund Management, LLC||West Salem, WI||Jun 2013 - Current||3|
|Carrier Insurance Agency||Lacrosse, WI||May 2012 - Feb 2015||2|
|American Elite Retirement||West Des Moines, IA||Jan 2012 - Jun 2013||1|
|Thomas D Strangstalien||West Salem, WI||Nov 2011 - May 2012||< 1|
|Greater Insurance Service||Madison, WI||Jan 1994 - Nov 2011||17|
|Usa Financial Securities Corporation||Ada, MI||Oct 2001 - May 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management214MILLIONS
Total Number of Accounts2,981ACCOUNTS
Average Account Value$71,682
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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