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Overview

Services

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Experience

No timeline events available.
Employer Years Dates
Northwestern Mutual Wealth Management Company 4 years, 6 months Jun 2014 - Present
Northwestern Mutual Investment Services LLC 4 years, 7 months May 2014 - Present
Northwestern Mutual Life Insurance Company 4 years, 7 months May 2014 - Present
Vaerdi Financial 4 years, 4 months Jan 2010 - May 2014
Casa of Oregon 5 years, 4 months Oct 2006 - Feb 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Thomas Jensen

Should You Buy Life Insurance on Children?
Published 2012-05-24 08:50:00
A Look At: Fixed Index Annuities and Returns
Published 2012-05-07 15:11:54
How Much House Should I Buy?
Published 2012-05-07 15:08:22
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How do i find out what my 401k plan amount is from my job?
    If you quickly want to know how much your employer contributes, check your latest quaretly statement from your plan administrator. Look for "Employer Contribution" or profit sharing. Better yet, ask your HR person to direct you to the plan documents. ...  (more)
    Answered May 2012
    What does it mean for a bank to be net long or net short for a stock?
    It is not specific to IPOs.Long means the bank owns shares on account.Short means the bank has BORROWED shares and sold them in the market (i.e. they have to buy them back at some point to sloce the gap)."Net" is the difference between the two - i.e. to be net short is to OWE the market shares of...  (more)
    Answered May 2012
    How do I determine what my advisors fees are?
    Excellent question Remy! It can be rather difficult to determine unless you know where to look. Here are a few approaches (one doesn't exclude the other):1) make sure you ask your advisor directly "how are you compensated and how much do you earn from having me as a client." Make sure you're comfo...  (more)
    Answered May 2012
    What's the best way to get my teenagers involved with their finances?
    Ruth - my colleagues have provided very good ideas, none of which I would disagree with. I suggest you also look into MoneyHabitudes which is a card game developed by a therapist and coach. The cards come in an adult version and a teen version. It is a great way to start conversations about money, b...  (more)
    Answered Jun 2012
    How can I see my personal plan's growth?
    We need a bit more detail here. Do you mean the annual return on your 401(k) portfolio?If so, you should be able to go online and check your portfolio performance by date range. Alternatively, call/email your plan administrator and have them calculate it for you. Does that answer your question? ...  (more)
    Answered May 2012
    How will co-signing a loan impact my credit report?
    Short answer is yes. If you co-sign on a loan your credit report will show that. The creditor will first seek loan payments from your brother and if he is unable to pay, the creditor will come after you. If your brother is late (30+ days) on a loan payment it will show up in his credit report AND yo...  (more)
    Answered Jun 2012
    Can I get rid of my mortgage insurance?
    Contact your lender. Generally (since I don't know your sitaution I can only speak in general terms), the lender will cancel your PMI if you are current on your payments and otherwise not considered a high risk loan....  (more)
    Answered May 2012
    What's the best distribution between college savings and retirement savings?
    I absolutely agree. Make sure you are on the right track with your retirement savings first. I always tell my clients to prioritize retirement if they can' afford to save for both goals....  (more)
    Answered May 2012
    I need a statement for my 401k retirement?
    Do you know your account custodian? Or the company that set it up for you (the advisor firm)? If so, call them and ask. If not, call your HR department and have them give you the information of the third party administrator, then call them....  (more)
    Answered May 2012
    DIVORCE SETTLEMENT?
    You would need the court documents showing the settlement. Then contact your ex-husband's plan administrator and have them divide the assets accordingly. If it is a straightforward 401(k) plan, you should be able to maintain the tax shelter by having the administrator roll it in to an IRA for exampl...  (more)
    Answered May 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        1
      • as of date
        Nov 10, 2018
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Nov 10, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Northwestern Mutual Investment Services,LLC

      Last updated on Aug. 29, 2017
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      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.