Thomas Tilleman
Thomas Tilleman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Havre, MT, with 28 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
415 4th Ave, Havre, MT, 59501
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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 operates Northern View Wealth Management as a DBA for his LPL business and is a partner in North Montana Limited Liability Company and Petemoss Grain LLC. He also owns rental real estate through Thomas Tilleman and OT Enterprises LLC and sells non-variable insurance through Clifton Park, dedicating a few hours per week to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations17 states
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