Unclaimed Profile

Robert Joseph Thummel

TORTOISE CAPITAL ADVISORS, L.L.C.·OVERLAND PARK, Kansas

Series 65Clean record13 years registeredTORTOISE CAPITAL ADVISORS, L.L.C.

6363 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211-1938CRD# 6193281Firm CRD# 123711

Profile Verification

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

Identity

Robert Joseph Thummel · OVERLAND PARK, KS

Registration

CRD #6193281 · TORTOISE CAPITAL ADVISORS, L.L.C. · 13 years registered

Brand Profile

Not yet started

Career History

TORTOISE CAPITAL ADVISORS, L.L.C.

Jun 2013 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

CRD 123711 · SEC 801-61622

AUM

$6.9B

Regulatory assets under management

Employees

359 client accounts

Services offered by TORTOISE CAPITAL ADVISORS, L.L.C.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at TORTOISE CAPITAL ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Robert Joseph Thummel offer?

Robert Joseph Thummel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Robert Joseph Thummel's credentials?

Robert Joseph Thummel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Joseph Thummel located?

Robert Joseph Thummel is based in OVERLAND PARK, Kansas, working with TORTOISE CAPITAL ADVISORS, L.L.C.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Robert Joseph Thummel charge for services?

Robert Joseph Thummel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TORTOISE CAPITAL ADVISORS, L.L.C.?

TORTOISE CAPITAL ADVISORS, L.L.C. has approximately 54 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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