Thomas Wilder, financial advisor Red Wing MN

Thomas Wilder

CRD Number: 1112498
Current Firm: Concourse Financial Group Advisors

Thomas Wilder (CRD# 1112498) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Red Wing, MN and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Red Wing, MN Nov 2017 - Current 6
(dba) Great River Wealth Management LLC Red Wing, MN Nov 2017 - Current 6
Investment Centers Of America, Inc. Red Wing, MN Jan 2017 - Nov 2017 < 1
Dougherty & Company LLC Minneapolis, MN Nov 2002 - Jan 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Thomas J. Wilder
Phone Number: 800-288-3035
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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