PNC Wealth Management
45yrs
Top advisor by experience at PNC Wealth Management
36yrs
Thomas Mathiesen
Financial advisor at LPL Financial
Thomas Mathiesen has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Parker, Colorado. After two years at MSI Financial Services and a year at Valic Financial Advisors, Thomas joined LPL Financial in 2015, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 142 advisors with offices in Parker, and one of 137 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 5% by experience in Colorado
OfficeParker, CO
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowLPL Financial LLCCurrent firm
- Nov 2014 – Feb 2015LPL Financial LLCPreviously
- 2012 – 2014MSI Financial Services, Inc.Previously
- Sep 2011 – Aug 2012Valic Financial Advisors, Inc.Previously
- 2008 – 2011Charles Schwab & CO., Inc.Previously
Contact Thomas
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Thomas. Parker, COOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call LPL Financial at (704) 733-3300 and ask for Thomas Mathiesen. Thomas works from the Parker, CO office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1991, about 36 years. Top 5% by experience in Colorado.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
KL Zech Investments
43yrs
Top 1% by experience in Parker
Cetera Investment Advisers
42yrs
Top 2% by experience in Parker
Commonwealth Financial Network
41yrs
Top 2% by experience in Colorado
LPL Financial
41yrs
Top 2% by experience in Colorado
Edward Jones
40yrs
Top 1% by experience at Edward Jones