Joseph Stone Thieman
Investment adviser representative at Msh Capital Advisors LLC
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business
Are you Joseph Stone Thieman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Msh Capital Advisors LLCApr 2023 to now
- Msh Capital Advisors d/b/a Thieman InvestmentApr 2023 to now
- M. S. Howells & Co.May 2022 to now
- Thieman-stinnett Investment & Retirement Services, LLCJan 2016 to now
- Thieman Investment & Retirement ServicesNov 2017 to Apr 2023
- Momentum Independent Network Inc.Jun 2014 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6352022
- Firm CRD
- 157835