Unclaimed Profile

David John Thompson

SYMMETRIC ADVISORS INC·MINNETONKA, Minnesota

Series 3, Series 4, Series 7, Series 15, Series 24, Series 27, Series 63, Series 6512 years registeredSYMMETRIC ADVISORS INC

13911 RIDGEDALE DR, MINNETONKA, MN 55305CRD# 1061065Firm CRD# 110105

Profile Verification

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

Identity

David John Thompson · MINNETONKA, MN

Registration

CRD #1061065 · SYMMETRIC ADVISORS INC · 12 years registered

Brand Profile

Not yet started

Career History

SYMMETRIC ADVISORS INC

Jan 2014 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 15

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · January 15, 2014

Years registered · 12

Disclosure History

1990Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SYMMETRIC ADVISORS INC

CRD 110105 · SEC 801-57947

AUM

$30M

Regulatory assets under management

Employees

288 client accounts

Services offered by SYMMETRIC ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SYMMETRIC ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does David John Thompson offer?

David John Thompson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MINNETONKA, Minnesota for a consultation.

What are David John Thompson's credentials?

David John Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Thompson located?

David John Thompson is based in MINNETONKA, Minnesota, working with SYMMETRIC ADVISORS INC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does David John Thompson charge for services?

David John Thompson'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 SYMMETRIC ADVISORS INC?

SYMMETRIC ADVISORS INC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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