Beth
Thieman

Securities America Advisors, Inc

CRD#5773919
Investment Advisor
in Saint Cloud, MN

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About this Advisor

Beth Thieman is a financial advisor who works out of Saint Cloud, Minnesota, who has been in the financial industry for 11 years. Thieman currently works for Securities America Advisors, Inc. During their career, Thieman has held roles at Securities America Inc, St Cloud Tech & Community College, Cetera Investment Services, Granite Financial and Securities America Advisors. Thieman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Securities America Advisors, Inc is a company headquartered in Saint Cloud, Minnesota. The firm has offices in 1,285 locations and a total of 1,992 people on staff. It handles $22 billion in total assets across its 154,747 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 59 charities and foundations. Of its 154,747 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which service is provided. However, fee types billed by Securities America Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1411 W Saint Germain St Ste 250
Saint Cloud, MN 56301

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

MN Average: $1,978,216,465
Total Number of Employees

1,992

MN Average: 226
Total Number of Accounts

154,747

MN Average: 7,467
Average Account Size

$141,440

MN Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Beth Thieman Work History

Beth has 12 years of experience.

2016 - Present (4 years)

Securities America Advisors

2015 - Present (5 years)

Securities America Inc

2014 - Present (6 years)

Granite Financial

2014 - 2014 (< 1 year)

St Cloud Tech & Community College

2008 - 2014 (6 years)

Cetera Investment Services

Disclosures

Beth Thieman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Bruce Aken
Omaha, NE
Robert Jamison
Redlands, CA
Tom Mcdermott
La Vista, NE
Daniel Vansingel
Caledonia, MI
Neel Keiser
Kenesaw, NE
Aaron Schmitz
Jefferson City, MO
John Fitzgerald
La Vista, NE
Kyle Witman
Rochester, NY

This content was compiled from the SEC and FINRA.

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