Christine M. Thomas

TRUE VISION FINANCIAL ADVISORS

Woodbury, MN 55125

Some features on this profile are disabled

CRD#: 6485808

Professional summary

Christine Michelle Thomas, CFP®, who also goes by Christine Michelle Autio, Christine Michelle Tanttu, is a registered financial advisor currently at TRUE VISION FINANCIAL ADVISORS located in Woodbury, Minnesota.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christine has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine Michelle Autio | Christine Michelle Tanttu

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. NORWEX CONSULTANT; NON-INVESTMENT RELATED; 4918 S TRI OAK CIR NE, EAST BETHEL, MN 55092; SELLING CLEANING PRODUCTS; INDEPENDENT CONSULTANT; 7/2020; 5 HOURS PER MONTH; SELLING CLEANING PRODUCTS 2. MY BOOK, LLC; NON-INVESTMENT RELATED; 4918 S TRI OAK CIR NE, EAST BETHEL, MN 55092; BOOK PUBLISHING; PRESIDENT, OWNER; 1/11/2024; 40 HOURS PER MONTH; PUBLISHING BOOKS AND OTHER MEDIA ON SELF-HELP TOPICS, BOOKKEEPING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Michelle Thomas's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

November 2, 2023 - Present

TRUE VISION FINANCIAL ADVISORS

Office #1: 7616 Currell Boulevard Suite 220, Woodbury, MN 55125

RIA

CRD#: 322783

Woodbury, MN

Past

July 31, 2020 - November 7, 2023

BERGER FINANCIAL GROUP

RIA

CRD#: 308174

PLYMOUTH, MN

Past

March 29, 2018 - August 28, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Plymouth, MN

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".

TRUE VISION FINANCIAL ADVISORS

TRUE VISION FINANCIAL ADVISORS | TRUE VISION MN LLC

CRD#: 322783 / SEC#: 801-126424

RIA

Registered Investment Advisory firm - (8/19/2022 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

Minnesota
(11/2/2023)

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

Current Firm

TRUE VISION FINANCIAL ADVISORS

TRUE VISION FINANCIAL ADVISORS | TRUE VISION MN LLC

CRD#: 322783 / SEC#: 801-126424

RIA

Registered Investment Advisory firm - (8/19/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7616 Currell Boulevard Suite 220, Woodbury, MN 55125

Mailing Address

Phone number

(612) 256-2208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE VISION DISCLOSURE BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,121
AUM (Assets Under Management)	$ 234,430,771

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Brian Niemann

LPL FINANCIAL LLC

IAR

STILLWATER, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christine M. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Michelle Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE VISION FINANCIAL ADVISORS

BERGER FINANCIAL GROUP

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Primary Firm SEC Registration

TRUE VISION FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

TRUE VISION FINANCIAL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE VISION FINANCIAL ADVISORS

TRUST BUT VERIFY

Similar Advisors