Adam Thielen is a registered investment advisor at Avantax Planning Partners, INC., based in Roseville, MN, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2675 Long Lake Rd, Roseville, MN, 55113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam works at Olsen Thielen & Co., LTD in various tax roles, leading the Estate, Trust and Gift taxation team, and will be participating in financial advisory recommendations. He also works as an Investment Advisor Representative at Avantax Planning Partners, Inc., dedicating minimal time to communicating with investment clients and reviewing investment performance.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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