Thieman Investment & Retirement Services, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
San Angelo, Texas
CRD number
291460
Fee structure
Other

Firm profile

FINTRX

Overview

Thieman Investment & Retirement Services, LLC is structured as a limited liability company classified as an institutional RIA and owned by an individual. The firm operates in a dual role: it acts as a registered representative of a broker-dealer and holds an affiliation with an insurance company. Its fee model is listed as "other" rather than a standard assets-under-management or commission-only arrangement. Thieman is not flagged as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Joseph Thieman

    Joseph Thieman

    Financial AdvisorCRD 6352022

  • Mark Thieman

    Mark Thieman

    Financial ProfessionalCRD 2347062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Angelo, TX

Tom Green

Location

San Angelo, TX

Headquartered in San Angelo, TX, in the South of the United States.

Region
South
County
Tom Green
Address
502 S Koenigheim St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth