Adam Paul Thielen

Current Employers

Employment History

• 01/2012 → Present
  Olsen Thielen & Co., Ltd
  Roseville, MN
• 12/2022 → Present
  Avantax Planning Partners, Inc
  Roseville, MN

Other Businesses

1. OLSEN THIELEN & CO., LTD POSITION: Various Tax Roles NATURE: The firm as a whole provides CPA services around Tax, Accounting, Bookkeeping, Cash flow and Financial Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2012 ADDRESS: 2675 Long Lake Rd, Roseville MN 55113, United States DESCRIPTION: My role at the company is to lead or Estate, Trust and Gift taxation team. We work primarily in tax compliance within these areas. I also assist in individual taxation and business taxation. I will also be participating in financial advisory recommendations. 2. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: Investment advisor representative to numerous clients and provide financial and investment planning. Investments arelimited to asset allocation models utilized and offered by Avantax Planning Partners and American Funds for smalleraccounts such as IRA and SIMPLE IRA accounts which are less than Avantax Planning Partners desired account size. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/04/2022 ADDRESS: 2675 Long Lake Road, Roseville MN 55113, United States DESCRIPTION: Primary communication with investment clients, assist client in determining a suitable investment allocation choice baseon risk tolerance, time horizon and investment objective. Review investment performance with client on an annual orsemi-annual basis. Respond to questions from clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-27

Other Names

• Adam P Thielen
• Adam Thielen