Paula Thielen is a PFS-designated registered investment advisor, based in Campbell, CA, with 18 years of industry experience.
Location
591 West Hamilton Avenue, #212, Campbell, CA, 95008
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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
Paula is a trustee, owner/president of Thielen & Associates (CPA firm), and part of LPJM Partners. She also works as a representative for Avantax Insurance Agency/Services, recommending and servicing insurance policies, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations25 states
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