TG
CFP · ChFC
TG
CFP · ChFC

Thomas Gilbertson

20 Years of Experience
Willmar, MN
BrokerSells Insurance

Thomas Gilbertson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Willmar, MN, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1700 Technology Dr NE Suite 100, Willmar, MN, 56201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Thomas is an independent insurance agent selling fixed insurance products since 2005, dedicating about a quarter of his time. He also owns Gilbertson Management Group LLC, Gilbertson Management Group, Inc., and Gilbertson Management Agency, and serves on the finance committee for Prairie Wood Environmental Learning Center and as a city councilor for the City of Willmar.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2014 - June 2021 · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
October 2005 - June 2021 · 15 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
July 2005 - October 2005 · 3 mos
State Registrations13 states
AZCACOFLIAMNNDOHORSDTXWAWI
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.