Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
29 years
Location
Wheaton, MN 56296
Cetera
Institution
Brian Thomsen is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at VOYA Financial Advisors and Equitable of IA, and he has operated Thomsen Insurance & Investment Services since 2000. Outside of advisory work, Thomsen is an independent insurance agent and participates in local high school activities in Wheaton, MN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Wheaton, MN
1002 1st Ave N
Wheaton MN 56296
Advisors at this office
1
Minnesota · Texas
29 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2021 - Present • 5 years
El Segundo, CA
VOYA Financial Advisors
2014 - 2021 • 7 years
Des Moines, IA
Thomsen Insurance & Investment Services
2000 - Present • 26 years
Wheaton, MN
Equitable of IA
1996 - 2021 • 25 years
Soux Falls, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Wheaton, MN
Thrivent Investment Management
Mary Holtz is a financial advisor at Thrivent Investment Management in Wheaton, MN, with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Spartannash for 22 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.
Series 66
Wheaton, MN
Thrivent Investment Management
Shawn Longhenry is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Thrivent Investment Management. He previously worked for WCCO Belting for nine years. Outside of his advisory role, he is a member of the Grace Lutheran Board of Education, where he helps decide on educational materials and youth activities for Sunday school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm separates planning services from portfolio management and allows clients to combine planning with managed accounts under a consolidated billing option.
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