Thomas Strangstalien, financial advisor West Salem WI
71 score

Thomas Strangstalien

CRD 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.

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Company Name Location Dates Years
National Mutual Benefit Madison, WI Feb 2015 - Current 1
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Thomas D. Strangstalien
Phone Number: 352-750-1637
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
71

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