Thomas
Barten
United Advisors America
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About this Advisor
Thomas Barten is a financial advisor based in Bloomington, Minnesota, working with United Advisors America. Thomas has previously held positions at U.S. Bancorp Investments, Inc, Alliance America, and United Advisors America. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Thomas is part of United Advisors America, which operates out of Bloomington, Minnesota. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$260,175,011
27
2,249
$115,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Thomas Barten Work History
Alliance America
United Advisors America
U.S. Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Thomas Barten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Advisors America
Mukwonago, WI
Bloomington, MN
St. Paul, MN
Atlanta, GA
Prosper, TX
Prosper, TX
Kansas City, MO
Prosper, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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