Thomas Riesen
Thomas Riesen is a ChFC-designated registered investment advisor at HUB Investment Partners, LLC, based in Omaha, NE, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is a registered representative for M Holdings Securities, Inc. and Hub International Investment Services, Inc., and an investment advisor for Hub Investment Advisors, Inc. He is also a Senior Vice President at Hub International Great Plains, LLC, an insurance brokerage firm, and owns Von Riesen Farms, dedicating minimal time to each. Thomas also serves as power of attorney for his mother-in-law.
Employment History
Current Registrations
HUB Investment Partners, LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
HUB Investment Advisors, INC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Mutual Service CorporationBroker
State Registrations10 states
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