Thompson Investment Management, Inc.

Thompson Investment Management, Inc. (CRD# 129609) is a financial advisory firm headquartered in Madison, WI. They manage $2,135,401,000 in 800 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1255 Fourier Drive, Suite 200, Madison, WI 53717
https://www.linkedin.com/company/thompson-im-funds-inc-/
By the Numbers
  • Total Assets Under Management
    2,135
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $2,669,251
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
The map below shows states where this firm has explicit registration only.

CO, FL, IL, LA, MI, MN, TX, WI

Financial Advisors at Thompson Investment Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James Evans, financial advisor Madison WI
James T. Evans
CRD#: 4376560
1255 Fourier Drive, Suite 200, Madison, WI 53717

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.

2
Morgan Mueller, financial advisor Madison WI
Morgan C. Mueller
CRD#: 5904964
1255 Fourier Drive, Suite 200, Madison, WI 53717

Morgan Mueller (CRD# 5904964) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has over 13 years of experience in the finance industry.

3
Jason Stephens, financial advisor Madison WI
Jason L. Stephens
CRD#: 4688671
1255 Fourier Drive, Suite 200, Madison, WI 53717

Jason Stephens (CRD# 4688671) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has over 20 years of experience in the finance industry.

4
John Thompson, financial advisor Madison WI
John W. Thompson
CRD#: 4390005
1255 Fourier Drive, Suite 200, Madison, WI 53717

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.

5
Colleen Donnelly, financial advisor Madison WI
Colleen E. Donnelly
CRD#: 7240351
1255 Fourier Drive, Suite 200, Madison, WI 53717

Colleen Donnelly (CRD# 7240351) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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