Personal finance is as much about numbers as it is about people. Mollie Thomsen has built her career on demystifying the complexities of wealth management, taking pride in her ability to communicate advanced concepts in ways clients can both relate to and understand.
To Mollie, there is no greater reward than working with clients through life’s most important milestones, seeing their hard work and careful planning pay off. As a Wealth Advisor, Mollie is down-to-earth, conscientious, and always willing to help. She serves a wide array of clients in all phases of life, but really relishes the chance to work with those in the beginning and middle stages of their careers, as she believes getting sound advice early on is the best way to make your financial goals attainable.
As Chief Operations Officer, Mollie leads United Iowa Financial’s talented operations team, developing their skills with an approach that is equal parts collaborative and educational. Outside the office, she is a small town Iowan at heart. In her spare time, you can find Mollie playing softball, kayaking, fishing (or ice fishing) depending on the time of year.
CERTIFICATIONS & ACCOMPLISHMENTS:
- Accredited Investment Fiduciary®
- FINRA Series 7, 24 & 66
- Forbes’ ‘Top Next-Gen Wealth Advisors’ List, 2018, 2019, 2022
- Women’s Choice Award ‘Financial Advisor’ Recipient, 2018
- Forbes To Women Wealth Advisors Best-in-State, 2023
INVESTMENT STYLE:
- Patient, Consistent, Disciplined
IN THE COMMUNITY:
- Mentor, UI Women in Business
- Iowa City Hospice
- Junior Achievement of Eastern Iowa
- Houses into Homes volunteer
*2018 - 2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2022 based on data gathered from March 2021 to March 2022. 3513 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information
1This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
**2018 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Jan. 2018. 848 advisors were considered, 145 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
***2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023 based on data gathered from 9/30/21 to 9/30/22. 22,106 advisors were considered, 1697 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.