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Thomas T
ChFC®, Series 63, Series 65
White Bear Lake, MN
Thompson Financial Transitions Inc.
Thomas Thompson is the principal of Thompson Financial Transitions Inc. in White Bear Lake, MN, with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Thompson has a background that includes roles at SagePoint Financial and Kristi Seifert, LLC, and he also works as an independent insurance agent selling life insurance, long-term care, and annuities. Additionally, he assists with tax preparation and serves as power of attorney managing investments and financial affairs for a family member. Thompson Financial Transitions Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting for individual and high-net-worth clients. The firm employs a Modern Portfolio Theory approach, utilizing mutual funds, ETFs, and third-party managers, with discretionary trading authority and direct management of insurance contract assets alongside platform-based solutions.
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