How does EDNA J. THOMPSEN, CFP help clients – Key Takeaways:
As a Certified Financial Planner, EDNA J. THOMPSEN has the expertise to provide sound financial advice to her clients. She helps individuals and businesses achieve their financial goals through a variety of services. Here are a few key takeaways from her approach:
- EDNA J. THOMPSEN takes a holistic approach to financial planning, taking into account her clients’ current financial situation, future goals, and risk tolerance.
- As an experienced financial expert, she stays up to date on market trends and economic changes that may impact her clients’ investments.
- EDNA J. THOMPSEN works closely with her clients to develop personalized financial plans that align with their unique needs and objectives.
Facts and Insights
Before seeking the advice of a financial planner, it’s important to research their experience and track record. Here are some facts and insights about EDNA J. THOMPSEN:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 1 |
| Time in Business | 15 years |
Financial Services Offered
EDNA J. THOMPSEN offers a wide range of financial services to her clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
EDNA J. THOMPSEN works with a diverse range of clients, including:
- Individuals
- Small business owners
- High net worth individuals
- Families
- Retirees
Fees & Compensation
EDNA J. THOMPSEN charges a fee for her services, rather than earning commission on financial products she recommends. This ensures that her recommendations are unbiased and in the best interest of her clients. Fees may vary based on the complexity of a client’s financial situation.
Background
EDNA J. THOMPSEN has been working in the financial services industry for over 15 years. She is a Certified Financial Planner (CFP) and holds a bachelor’s degree in finance. In addition to her experience as a financial advisor, she has also worked in accounting and tax preparation, giving her a well-rounded understanding of personal finance.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to be aware of any potential conflicts of interest. Here are some disclosures to know about EDNA J. THOMPSEN:
- EDNA J. THOMPSEN does not have any disciplinary actions or legal proceedings on her record.
- She is licensed to sell insurance products, which may result in commissions if a client purchases a policy through her.
- She is affiliated with a registered investment advisor firm, which may receive fees for referring clients to other professionals.