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
- Women’s Choice Award ‘Financial Advisor’ Recipient, 2018
- Patient, Consistent, Disciplined
IN THE COMMUNITY:
- Mentor, UI Women in Business
- Iowa City Hospice
- Junior Achievement of Eastern Iowa
- Houses into Homes volunteer
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology(2) that Forbes developed in partnership with SHOOK Research.
** The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.