TL
ChFC
TL
ChFC

Thomas Langseth

34 Years of Experience
Maple Grove, MN
Broker

Thomas Langseth is a ChFC-designated registered investment advisor at Osaic Institutions, INC., based in Maple Grove, MN, with 34 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9580 Blackoaks Lane N, Maple Grove, MN, 55311

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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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Employment History
Current Registrations
Osaic Institutions, INC.
January 2021 - Present · 5 yrs 9 mos
Osaic Institutions, INC.Broker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Allianz Life Financial Services, LLCBroker
December 2007 - November 2020 · 12 yrs 11 mos
Wells Fargo Investments, LLC
September 2004 - January 2008 · 3 yrs 4 mos
Wells Fargo Investments, LLCBroker
September 2004 - January 2008 · 3 yrs 4 mos
Ing America Equities, INC.Broker
January 2004 - February 2004 · 1 mo
Washington Square Securities, INC.Broker
March 2000 - December 2003 · 3 yrs 9 mos
Princor Financial Services CorporationBroker
October 1996 - February 2000 · 3 yrs 4 mos
Pruco Securities CorporationBroker
October 1992 - March 1996 · 3 yrs 5 mos
Lutheran Brotherhood Securities CORP.Broker
January 1991 - September 1992 · 1 yr 8 mos
State Registrations5 states
AZCAFLMNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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