JT
John W. Thompson
THOMPSON INVESTMENT MANAGEMENT
Madison, WI 53717
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CRD#: 4390005
JT
Professional summary
John Walter Thompson is a registered financial advisor currently at THOMPSON INVESTMENT MANAGEMENT, INC. located in Madison, Wisconsin.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HERMAN AND GWEN SHAPIRO FOUNDATION - CO-TRUSTEE SINCE 1/2000 (FOUNDATION) 150 E. Gilman St, Madison, WI 53701 (1 hour month); THOMPSON ENGINEERING LLC-MANAGING MEMBER SINCE 7/2004 (DEVELOPMENT PROPERTY) Private Residence (6 hours month); LAUDERDALE FAMILY PROPERTIES, LLC-MANAGING MEMBER SINCE 10/1999 (FAMILY VACATION PROPERTY) Private Residence (1 hour a month); JWT RENTALS, LLC-MANAGING MEMBER SINCE 1/2006 (RENTAL PROPERTIES) Private Residence (6 hours a month); THOMPSON FAMILY QOF, LLC-MANAGING MEMBER SINCE 8/2021 (JDJE LLC OWNERSHIP) Private Residence (0 hours month); JOHN W THOMPSON AND JANE A BARTELL CHARITABLE FOUNDATION - PRESIDENT SINCE 2/2016 (CHARITABLE FOUNDATION) Private Residence (1 hour month) JDJE LLC- MEMBER 8/2021 (HOTEL OWNERSHIP) P.O. Box 1497, Madison, WI 53701 (3 hours month)
CRS (Client Relationship Summary) - RIA
Click below to view John Walter Thompson'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®
NoneExperience
Current
December 12, 2003 - Present
THOMPSON INVESTMENT MANAGEMENT, INC.
Office #1: 1255 Fourier Drive Suite 200, Madison, WI 53717RIA
CRD#: 129609
Madison, WI
Past
June 4, 1984 - January 7, 2004
WISCONSIN CAPITAL MANAGEMENT, LLC
RIA
CRD#: 110394
MADISON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THOMPSON INVESTMENT MANAGEMENT, INC.
THOMPSON INVESTMENT MANAGEMENT, INC. | THOMPSON INVESTMENT MANAGEMENT, LLC
CRD#: 129609 / SEC#: 801-62562
RIA
Registered Investment Advisory firm - (12/5/2003 Approved)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
Texas(1/12/2004)
IAR
Wisconsin(12/12/2003)
Exams
Current Firm
TI
THOMPSON INVESTMENT MANAGEMENT, INC.
THOMPSON INVESTMENT MANAGEMENT, INC. | THOMPSON INVESTMENT MANAGEMENT, LLC
CRD#: 129609 / SEC#: 801-62562
RIA
Registered Investment Advisory firm - (12/5/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1255 Fourier Drive Suite 200, Madison, WI 53717
Mailing Address
Phone number
(608) 827-5700
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 882 |
| AUM (Assets Under Management) | $ 2,659,813,000 |
Red Flags
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Company Information
THOMPSON INVESTMENT MANAGEMENT, INC.
CRD#: 129609Madison, WI 53717TRUST BUT VERIFY
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