Thomas Palumbo
Advisor at Ameriprise — Oakbrook Terrace, IL Tower Ln
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.
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
Series 66
Experience Industry experience
2 years
Location
Oakbrook Terrace, IL 60181
Ameriprise
Institution
Thomas Palumbo is a Series 66-licensed financial advisor at Ameriprise with two years of industry experience. His prior work includes roles at Wintrust Financial Corporation, Glen Ellyn Bank & Trust, and Elmhurst University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Oakbrook Terrace, IL Tower Ln
1 Tower Ln Ste 2160
Oakbrook Terrace IL 60181
Advisors at this office
14
Illinois
2 years of industry experience
Ameriprise
2024 - Present • 2 years
Oakbrook Terrace, IL
Wintrust Financial Corporation
2023 - 2023 • 1 year
Rosemont, IL
Glen Ellyn Bank & Trust
2023 - 2023 • 1 year
Glen Ellyn, IL
Elmhurst University
2020 - 2023 • 3 years
Elmhurst, IL
First American Mortgage Corporation
2020 - 2022 • 2 years
Wheaton, IL
Illinois Hammerheads
2019 - 2021 • 2 years
West Chicago, IL
Wheaton Academy High School
2016 - 2020 • 4 years
West Chicago, IL
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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