Thomas Sjoberg
Twin Cities Retirement Group · Plymouth, Minnesota
Thomas Sjoberg is a fee-only financial advisor at Twin Cities Retirement Group in Plymouth, Minnesota. Thomas focuses on retirement planning. Twin Cities Retirement Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Twin Cities Retirement Group |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $144.9M across 234 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 7057989 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.twincitiesretirementgroup.com |
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Questions about Thomas
Is Thomas Sjoberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Twin Cities Retirement Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Twin Cities Retirement Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Sjoberg based?
Thomas Sjoberg is based in Plymouth, Minnesota.
What does Thomas specialize in?
Thomas's specialties include retirement planning. Thomas works with retirees, pre-retirees and tech employees.
Is Thomas Sjoberg registered with the SEC?
Yes. Thomas Sjoberg is registered as an investment adviser representative in MN and TX (CRD 7057989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Twin Cities Retirement Group manage?
Twin Cities Retirement Group reports $144.9M across 234 accounts in assets under management.
How do I contact Thomas Sjoberg?
Through Thomas's website, www.twincitiesretirementgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Twin Cities Retirement Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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