Christine Thomas (CRD# 6485808) is an Investment Advisor Representative working at True Vision Financial Advisors in Woodbury, MN and has 1 year of experience in the finance industry. Christine Thomas 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Vision Mn LLC | Woodbury, MN | Nov 2023 - Current | < 1 |
| Berger Financial Group | Plymouth, MN | Jul 2020 - Nov 2023 | 3 |
| Berger Financial Group | Plymouth, MN | Sep 2015 - Nov 2023 | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2018 - Jul 2020 | 2 |
| Unemployed | Wyoming, MN | Feb 2015 - Aug 2015 | < 1 |
| First Resource Bank | Lino Lakes, MN | Jan 2012 - Jan 2015 | 3 |
- MN
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Total Assets Under Management200MILLIONS
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Total Number of Accounts1,022ACCOUNTS
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Average Account Value$195,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IA, MN, TX, WI
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