Unclaimed Profile

Joseph Robert Theisen

ADVANCE CAPITAL MANAGEMENT INC·SOUTHFIELD, Michigan

SIE, Series 6, Series 26, Series 51, Series 63, Series 65Clean record16 years registeredADVANCE CAPITAL MANAGEMENT INC

ONE TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 4275238Firm CRD# 110767

Profile Verification

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

Identity

Joseph Robert Theisen · SOUTHFIELD, MI

Registration

CRD #4275238 · ADVANCE CAPITAL MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

ADVANCE CAPITAL MANAGEMENT INC

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · June 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVANCE CAPITAL MANAGEMENT INC

CRD 110767 · SEC 801-28092

AUM

$4.0B

Regulatory assets under management

Employees

14,038 client accounts

Services offered by ADVANCE CAPITAL MANAGEMENT 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 ADVANCE CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Joseph Robert Theisen offer?

Joseph Robert Theisen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Joseph Robert Theisen's credentials?

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

Where is Joseph Robert Theisen located?

Joseph Robert Theisen is based in SOUTHFIELD, Michigan, working with ADVANCE CAPITAL MANAGEMENT INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Joseph Robert Theisen charge for services?

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

How large is ADVANCE CAPITAL MANAGEMENT INC?

ADVANCE CAPITAL MANAGEMENT INC has approximately 55 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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