Financial Advisor Mary P Thoen in Mankato, MN | Wealth Management Solutions
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Mary P Thoen, Financial Advisor serving the Mankato, MN area - Ameriprise Advisors

Mary P Thoen

CRPC, APMA

Financial Advisor

Wealth Management Solutions
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 4 - Registered Options Principal Examination
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 53 - Municipal Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Registered Principal, Ameriprise Financial, 2002-2012
  • Trust Officer, Wells Fargo Investment Management and Trust, 2000-2002
  • Financial Planning Assistant, Ameriprise Financial, 1997-2000
  • Administrative Assistant, Ameriprise Financial, 1995-1997

Interests

I feel it is important for you to know me as a person, in addition to me as a financial advisor. I was born and raised in Mankato, MN and have deep family roots to this area. My husband Greg Thoen and I combined have six children, a daughter in-law and 2 grandchildren.

Our summers are filled with family vacations, golfing, biking & fishing to name a few. I love to cook and am also an avid football fan - these work hand-in-hand on football Sunday.

My goal is to help people like you achieve their lifelong dreams and goals. I work with an experienced team of advisors to provide sound financial advice based on your needs.