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Daniel Bagin

Thompson Investment Management, Inc.

Madison, WI

CRD 8061177

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Employer firm

Thompson Investment Management, Inc. CRD 129609

$3.08B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Thompson Investment Management, Inc.

1255 Fourier Drive Suite 200, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-25
WI RA APPROVED 2025-03-25
  • TX RA
    APPROVED
    Since 2025-03-25
  • WI RA
    APPROVED
    Since 2025-03-25

Branch Locations

1255 Fourier Drive Suite 200, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thompson Investment Management Madison WI 03/2025 Present
Thompson Investment Management Madison WI 06/2018 03/2025
University Of Wisconsin-Madison Madison WI 09/2017 06/2018
Mairs & Power St. Paul MN 06/2017 08/2017
University Of Wisconsin-Madison Madison WI 09/2016 06/2017
Unemployed Madison WI 07/2016 09/2016
  • 03/2025 → Present
    Thompson Investment Management
    Madison, WI
  • 06/2018 → 03/2025
    Thompson Investment Management
    Madison, WI
  • 09/2017 → 06/2018
    University Of Wisconsin-Madison
    Madison, WI
  • 06/2017 → 08/2017
    Mairs & Power
    St. Paul, MN
  • 09/2016 → 06/2017
    University Of Wisconsin-Madison
    Madison, WI
  • 07/2016 → 09/2016
    Unemployed
    Madison, WI
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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