Advisor at Lone Peak Advisers
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Firm
Lone Peak Advisers
Location
St. Cloud, MN 56303
Credentials
ChFC®, Series 63
Industry experience
44 years
Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.
Based on Lone Peak Advisers
Fixed fee amount may be negotiated for completion of the entire financial plan based on scope
Negotiable up to 2.9% annually total including any TPAM/sub-advisor fees
$330.36 per hour (3-hour minimum) for financial planning services
Annual $50 fee per account managed by LPA (billed monthly or quarterly) to cover platform and admin costs
2700 1st Street, #204
St. Cloud, MN 56303
Minnesota
ValMark Advisers, Inc.
2014 - Present (12 years)
Valmark Securities, inc.
2006 - Present (20 years)
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Lawyer
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