Thomas
Von Riesen

Hub Investment Advisors, Inc

CRD#2235723
Investment Advisor
in Omaha, NE

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About this Advisor

Thomas Von Riesen is a financial advisor based in Omaha, Nebraska, working with Hub Investment Advisors, Inc. Thomas has previously held positions at Hub International Investment Services, Inc, Hub International Great Plains, LLC (formerly Silverstone Group Inc), M Holdings Securities, Inc, and Hub Investment Advisors, Inc (formerly Silverstone Asset Management). Thomas has passed the Series 63 regulatory exam and is registered to provide services in Nebraska. Currently, Thomas is part of Hub Investment Advisors, Inc, which operates out of Omaha, Nebraska. The firm has 3 offices and 8 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Hub Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11516 Miracle Hills Dr. Suite 100
Omaha, NE 68154

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Hub Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,511,396,033

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

8

NE Average: 226
Total Number of Accounts

493

NE Average: 7,467
Average Account Size

$3,065,712

NE Average: $264,928

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
  • Educational seminars/workshops

Thomas Von Riesen Work History

2022 - Present (2 years)

Hub International Investment Services, Inc

2012 - Present (12 years)

Hub Investment Advisors, Inc (Was Silverstone Asset Management)

2000 - Present (24 years)

M Holdings Securities, Inc

1991 - Present (33 years)

Hub International Great Plains, LLC (Was Silverstone Group Inc)

Disclosures

Please visit the SEC profile of Thomas Von Riesen 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 Hub Investment Advisors, Inc

Julia Rasell
Omaha, NE
Josef Ghaussy
Omaha, NE
Patrick Fay
Omaha, NE
Amy Brown
Omaha, NE
Gary Smith
Brighton, MI
Jeffrey Sharp
Omaha, NE
Thomas Von Riesen
Omaha, NE

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