Thomas Halstenson is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3050 Sienna Dr S Ste 100, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an owner of a farm and a partner in TJB Properties LLC and GPFG LLC. He also operates Choice Wealth and Halstenson Askew Wealth Advisors as DBAs for his LPL business, and provides investment advisory services through ICA Group Wealth Management, LLC, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
State Registrations11 states
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