J.R. Thorsen

Next-Gen + Best-in-State · rank 15 · Orlando, Florida · listed firm: Thorsen Hixenbaugh Kovaleski Wealth Advisors | Wells Fargo Advisors Financial Network

Identity & firm

• Firm — Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors (high)
  • “Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors was founded in 2016 by John, Karen and their sons, after John worked as a Financial Advisor with Morgan Stanley Dean Witter and Raymond James.” — firm_official
• Parent company — Wells Fargo & Company (high)
  • “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC , separa” — firm_official
• Firm type — ibd_rep (high)
  • “B WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC 315 E ROBINSON ST STE 190 ORLANDO, FL 32801 CRD# 11025 Registered with this firm since: 10/24/2016” — sec_finra_regulatory
  • “10/2016 - Present WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC REGISTERED REP Y ORLANDO, FL, United States” — sec_finra_regulatory
• Team name — Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors (high)
  • “J.R. Thorsen is pleased to be a founder with his dad, mom and brother of Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors.” — firm_official
• Team size — 6 (low)
  • “Financial Advisors John Thorsen, CFP® Senior Vice President - Investments Managing Director” — firm_official
• CRD — 5537604 (high)
  • “BrokerCheck Report JOHN ROBERT THORSEN CRD# 5537604” — sec_finra_regulatory
• Years experience — 15 (high)
  • “B 08/2011 - 11/2016 RAYMOND JAMES & ASSOCIATES, INC. 705 ORLANDO, FL” — sec_finra_regulatory
  • “As a part-time associate in 2008 at Raymond James, J.R. gained a deep respect for the team’s philosophy and joined as a Financial Advisor in 2011.” — firm_official
• Designations — CFP, other:AAMS (high)
  • “J.R. Thorsen is a CERTIFIED FINANCIAL PLANNER™ professional, and Accredited Asset Management Specialist℠ professional.” — firm_official

Book of business

• Team AUM ($M) — 556 (high)
  • “Team Assets (Custodied): $556M” — forbes_shook
• Account minimum ($M) — 0.01 (high)
  • “Minimum Account Size for New Business: $10K” — forbes_shook
• Typical client net worth ($M) — 5 (high)
  • “Typical Net Worth of Relationships: $500K-5M” — forbes_shook
• Client niche — multigenerational families (high)
  • “We are a multigenerational wealth management practice serving the multigenerational investment needs of our clients for over thirty-eight years.” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “Investment and Insurance Products are: Not Insured by the FDIC or Any Federal Government Agency Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate Subject to Investment Risks, Includin” — firm_official

Positioning & marketing

• Website url — https://www.thkwealthadvisors.com/ (high)
  • “ThorsenHixenbaughKovaleski Wealth Advisors 315 East Robinson Street, Suite 190 Orlando, FL 32801 407.845.1080 844.346.6590” — firm_official
• Value proposition (verbatim) — At Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors, we strive to improve your financial well-being. We understand that often we are working with our clients' life savings. We take our role as financial advisors seriously, and that means going beyond investment strategies to providing advice on retirement funding, estate planning strategies and educational saving. This holistic approach allows us to provide a personalized financial strategy to help meet your goals. (high)
  • “At Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors, we strive to improve your financial well-being. We understand that often we are working with our clients' life savings. We take our role as financial advisors seriousl” — firm_official
• Differentiators — multigenerational family practice serving multigenerational client needs, 38+ years of practice history, holistic planning beyond investments (retirement, estate, education funding), relationship built through listening, educating and guiding, quality and independent investment options (high)
  • “We are a multigenerational wealth management practice serving the multigenerational investment needs of our clients for over thirty-eight years. We build meaningful relationships with families through listening, educatin” — firm_official
• Content marketing — occasional (low)
  • “Home About Us Our Associates Our Services Office Tour Our Newsletters How We Protect Our Clients Access Your Account Resources Glossary Tax Library Videos Articles Calculators Newsletters Contact Us” — firm_official
• Has podcast — no (medium)
  • “Home About Us Our Associates Our Services Office Tour Our Newsletters How We Protect Our Clients Access Your Account Resources Glossary Tax Library Videos Articles Calculators Newsletters Contact Us” — firm_official
• Books published — 0 (medium)
  • “J.R. Thorsen is pleased to be a founder with his dad, mom and brother of Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors.” — firm_official
• Linkedin url — https://www.linkedin.com/in/jrthorsen/ (medium)
  • “J.R. Thorsen, CFP® - Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors | LinkedIn” — social_or_third_party_db
• Social presence — gap: not_found_after_search
• Press awards — gap: not_found_after_search

Visual brand

• Has distinct logo — yes (high)
  • “” — firm_official
• Logo url — https://www.thkwealthadvisors.com/mediahandler/dynamicmedia/242375/Thorsen%20Hixenbaugh%20Kovaleski%20WA%20Logo_Color_002.jpg (high)
  • “” — firm_official
• Visual brand notes — Wells Fargo FiNet template shell with a custom color team wordmark; tilde-separated three-surname lockup, in-office team photography of named staff, conservative corporate layout. (medium)
  • “” — firm_official

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