Thomas M. Ibsen

STRONGHAVEN CAPITAL LLC

Centennial, CO 80112

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CRD#: 2146923

Professional summary

Thomas Mark Ibsen, who also goes by Thomas M Ibsen, is a registered financial advisor currently at STRONGHAVEN CAPITAL LLC located in Centennial, Colorado.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Thomas has worked at 10 firms and has passed the Series 63, Series 65, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas M Ibsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)04/2019 - Property and Casualty - Centennial State Insurance Group - Insurance Agent & Co-Owner - 8HRS/MO 0 HRS DURING TRADING - CENTENNIAL, CO 80112 2)02/2020 - Non-Variable Insurance - StrongHaven Insurance Brokerage, LLC - 20% - INVESTMENT RELATED - PARKER, CO 80134 3) 4/8/2020 - WCG Wealth Advisors, LLC - DBA: StrongHaven - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/25/2014 - 48 Hours Per Month - Time Spent 30% - I provide investment advisory services through Wealth Consulting group, an independent investment advisor firm. I started this business activity in 11/2014. I expect to spend approximately 48 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - RIA - Investment Adviser Representative - 04/2020 - 160 hours/month, 160 hours/month during securities trading hours; Duties: Furnish investment advisory services to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Mark Ibsen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 19, 2024 - Present

STRONGHAVEN CAPITAL LLC

Office #1: 9200 E. Mineral Ave. Ste. 100, Centennial, CO 80112

RIA

CRD#: 331659

Centennial, CO

Past

April 6, 2020 - July 9, 2025

THE WEALTH CONSULTING GROUP

RIA

CRD#: 4039

NEW YORK, NY

Past

February 10, 1992 - March 3, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

MINNEAPOLIS, MN

Past

May 28, 1991 - July 16, 1991

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Series 53

Date: 9/25/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/1999

General Securities Principal Examination

Current Firm

STRONGHAVEN CAPITAL LLC

STRONGHAVEN CAPITAL LLC | STRONGHAVEN FAMILY OFFICE, LLC

CRD#: 331659 / SEC#:

Colorado

Registered Investment Advisory firm - (7/19/2024 Approved)

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Contact information

Main Address

9200 E Mineral Avenue Suite 100, Centennial, CO 80112

Mailing Address

Phone number

(720) 737-7036

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 17,853,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Thomas M. Ibsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Mark Ibsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WEALTH CONSULTING GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/27/1999

Series 65

Date: 9/20/1999

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/15/1999

Series 6

Date: 5/24/1991

Series 53

Date: 9/25/2003

Series 24

Date: 9/2/1999

Current Firm

STRONGHAVEN CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRONGHAVEN CAPITAL LLC

TRUST BUT VERIFY

Contact information

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