Thompson Investment Management, Inc.

Thompson Investment Management, Inc. (CRD# 129609) is a financial advisory firm headquartered in Madison, WI. They manage $3,128,409,000 in 444 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,128
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $7,045,966
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, LA, MN, TX, WI

Financial Advisors at Thompson Investment Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jason L. Stephens
CRD#: 4688671
918 Deming Way, 3rd Floor, Madison, WI 53717
96
Wealthminder
score

Jason Stephens (CRD# 4688671) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has over 14 years of experience in the finance industry.

2
Morgan C. Mueller
CRD#: 5904964
918 Deming Way, 3rd Floor, Madison, WI 53717
93
Wealthminder
score

Morgan Mueller (CRD# 5904964) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has over 6 years of experience in the finance industry.

3
James T. Evans
CRD#: 4376560
918 Deming Way, 3rd Floor, Madison, WI 53717
90
Wealthminder
score

James Evans (CRD# 4376560) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has 1 year of experience in the finance industry.

4
Betty J. Kepley
CRD#: 5656901
918 Deming Way, 3rd Floor, Madison, WI 53717
90
Wealthminder
score

Betty Kepley (CRD# 5656901) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has 1 year of experience in the finance industry.

5
John W. Thompson
CRD#: 4390005
918 Deming Way, 3rd Floor, Madison, WI 53717
90
Wealthminder
score

John Thompson (CRD# 4390005) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has 1 year of experience in the finance industry.

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