Thompson Investment Management, Inc.

Overview

Thompson Investment Management, Inc. is an SEC registered investment adviser based in Madison, WI, registered since 2003. It reports $3.1B in assets under management across 941 accounts, with 17 employees. It has 6 investment adviser representatives.

Reported AUM

$3.1B

Discretionary

100%

Accounts

941

Average account

$3.3M

Employees

17

Advisory reps

6

Registered since

2003

Jurisdictions

10

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Jason Lee Stephens Chief Executive Officer CRD 4688671
• Colleen E Donnelly Chief Compliance Officer CRD 7240351
• James Thomas Evans Chief Investment Officer CRD 4376560

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Daniel Bagin Investment Adviser Rep CRD 8061177
• Colleen E Donnelly Investment Adviser Rep CRD 7240351
• James Thomas Evans Investment Adviser Rep CRD 4376560

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1255 Fourier Dr Ste 200
Madison, WI 53717

County

Dane

Metro area

Madison, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: thompsoninvest.com

Every state, with registration dates

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