A complete list of active advisors currently associated with Thielen Capital Corporation

Warmer can help you find a great advisor at Thielen Capital Corporation or one who fits your needs even better.

Thielen Capital Corporation provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. Services include customized portfolios or firm model portfolios, written financial plans, and participant-level guidance for qualified retirement plans. The firm typically recommends mutual funds and exchange-traded funds and may recommend alternative investments to accredited clients when appropriate. Its investment process draws on both technical and fundamental analysis, emphasizes long-term purchase strategies, ongoing monitoring, and periodic rebalancing to align portfolios with clients’ risk tolerances and objectives. Notably, the firm offers retirement plan consulting and participant allocation modeling in addition to individual wealth management, a service set that is less common among independent advisers. It also maintains a formal business continuity and succession arrangement with another advisory firm, which may be relevant to clients concerned about continuity of service.

To learn more about the advisors currently working at Thielen Capital Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Arthur Thielen IV	Ladera Ranch, CA	23

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