TM
ChFC
TM
ChFC

Thomas Walter Mulder

43 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
718 clients
Average Client Portfolio
$166K average
Assets Under Management
$119.0M

Fee Structure

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Location

2700 1st St. N, Suite 204, St. Cloud, MN, 56303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is a licensed property/casualty and health insurance agent with Billmarks Lakes Area Insurance Inc., dedicating about full-time hours to sales. He also receives income from professional singing, which is not investment-related and involves no clients.

Employment History
Current Registrations
Lone Peak Advisers
November 2025 - Present · 3 mos
Transitional Broker LLC
November 2025 - Present · 3 mos
Transitional Broker LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
Valmark Advisers, INC.
January 2014 - November 2025 · 11 yrs 10 mos
Valmark Securities, INC.Broker
July 2006 - November 2025 · 19 yrs 4 mos
The O.N. Equity Sales CompanyBroker
July 2004 - July 2006 · 2 yrs
Equitrust Marketing Services, LLCBroker
November 1981 - June 2004 · 22 yrs 7 mos
State Registrations3 states
MNVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thomas Walter Mulder - Financial Advisor | TrueAdvisor