Unclaimed Profile

Tolen Clement Teigen

FINDEC WEALTH SERVICES, INC.·STOCKTON, California

Series 7, Series 24, Series 66, Series 87Clean record23 years registeredFINDEC WEALTH SERVICES, INC.

1776 W. MARCH LANE, STOCKTON, CA 95207CRD# 4559988Firm CRD# 311949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tolen Clement Teigen · STOCKTON, CA

Registration

CRD #4559988 · FINDEC WEALTH SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

INTELLICENTS INVESTMENT SOLUTIONS INC

Dec 2024 – present

FINDEC WEALTH SERVICES, INC.

Jan 2021 – Dec 2024

STOCKTON, CA

FINANCIAL DECISIONS, INC.

Jul 2013 – Apr 2021

STOCKTON, CA

FINANCIAL TELESIS, INC.

Jul 2013 – Jul 2013

STOCKTON, CA

LPL FINANCIAL LLC

Feb 2007 – Jun 2013

SAN DIEGO, CA

MARATHON ADVISORS, INC

Jun 2003 – Dec 2007

ALBUQUERQUE, NM

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Series 87

Registration record

First registered · June 4, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINDEC WEALTH SERVICES, INC.

CRD 311949 · SEC 801-120139

AUM

$964M

Regulatory assets under management

Employees

1,381 client accounts

Services offered by FINDEC WEALTH SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINDEC WEALTH SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Tolen Clement Teigen offer?

Tolen Clement Teigen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.

What are Tolen Clement Teigen's credentials?

Tolen Clement Teigen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tolen Clement Teigen located?

Tolen Clement Teigen is based in STOCKTON, California, working with FINDEC WEALTH SERVICES, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.

How does Tolen Clement Teigen charge for services?

Tolen Clement Teigen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINDEC WEALTH SERVICES, INC.?

FINDEC WEALTH SERVICES, INC. has approximately 4 employees and manages $964M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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