TR
CFP
TR
CFP

Thomas Rippberger

26 Years of Experience
St Louis Park, MN
BrokerSells Insurance

Thomas Rippberger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

5353 Wayzata Boulevard, Suite 602, St Louis Park, MN, 55416

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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 an independent insurance agent selling disability, fixed annuities, and life insurance, dedicating minimal time to this. He is also a partner at Financially Fluent Advisors, LLC, spending about 10-20% of his time on financial planning, and a managing partner at Affiliated Advisors, LLC, spending about 10-20% of his time. He is also an independent board member for Berger Financial Group and Tom Rippberger for Berger Financial Group, spending minimal time on each.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Osaic Wealth, INC.
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Affiliated Advisors, INC.
March 2020 - March 2021 · 1 yr
Cetera Advisor Networks LLC
February 2018 - October 2019 · 1 yr 8 mos
Cetera Advisor Networks LLCBroker
February 2015 - October 2019 · 4 yrs 8 mos
Advisornet Wealth Management
January 2014 - October 2019 · 5 yrs 9 mos
Mcgladrey Wealth Management LLC
December 2004 - April 2013 · 8 yrs 4 mos
Birchtree Financial Services LLCBroker
December 2004 - July 2012 · 7 yrs 7 mos
Ing Financial Partners, INC
August 2002 - December 2004 · 2 yrs 4 mos
Ing Financial Partners, INC.Broker
May 2000 - December 2004 · 4 yrs 7 mos
Tcf Securities, INC.Broker
June 1999 - May 2000 · 11 mos
Pruco Securities CorporationBroker
October 1998 - May 1999 · 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
Thomas Rippberger - Financial Advisor | TrueAdvisor