Thieman Investment & Retirement Services, LLC
Firm details
- Headquarters
- San Angelo, Texas
- CRD number
- 291460
- Website
- www.thiemaninvestments.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Joseph Thieman
Financial AdvisorCRD 6352022

Mark Thieman
Financial ProfessionalCRD 2347062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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