Thomas
Vonriesen
Hub Investment Advisors, Inc
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About this Advisor
Thomas Vonriesen is a chartered financial consultant operating in Omaha, Nebraska with 11 years of relevant experience. Vonriesen is an advisor for Hub Investment Advisors, Inc. Vonriesen has gained experience at Silverstone Group Inc, M Holdings Securities, Inc and Silverstone Asset Management Inc(Now Hub Investment Advisors). Vonriesen holds a Series 63 license, designating them as a securities broker, and is able to operate in Nebraska. Hub Investment Advisors, Inc is a financial advisory company headquartered in Omaha, NE. The company has offices in three locations and a total of eight employees. It oversees $1 billion in total assets across its 500 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 500 accounts, 40% are held by high-net-worth clients who have greater than $1 million in assets. The company performs a diverse range 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 and educational seminars. Financial advisory fees typically vary depending on the services. However, fees billed by Hub Investment Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hub Investment Advisors, Inc Brokerage Details
$1,315,093,006
8
500
$2,630,186
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 Vonriesen Work History
Thomas has been registered as a financial advisor for 11 years.*
Silverstone Asset Management Inc(Now Hub Investment Advisors)
M Holdings Securities, Inc
Silverstone Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Vonriesen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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