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Thomas Andersen

1 Year of Experience
Milwaukee, WI
Broker

Thomas Andersen is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

833 E MIchigan Street, Suite 850, Milwaukee, WI, 53202

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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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Employment History
Current Registrations
Russell Investments
August 2024 - Present · 1 yr 9 mos
Russell Investments Financial Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Russell Investments Financial Services, LLC
August 2024 - Present · 1 yr 9 mos
State Registrations7 states
IAILNDNESDWAWI
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.