Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Paul Fopma is a financial advisor associated with Thrivent Investment Management Inc. Aaron has been working in the financial industry since June 2018. Aaron holds the Series 7, Series 66, and SIE licenses. Aaron specializes in portfolio management for individuals and financial planning. Aaron's firm provides advisory services for both individuals and businesses. The firm serves a wide range of clients including corporations, high net worth individuals and individuals other than high net worth, as well as churches and non-profit sharing retirement accounts. Aaron and Thrivent Investment Management Inc. are registered with the state of Iowa and several other states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IA
07/30/2018 - Present
Thrivent Investment Management Inc. (IOWA FALLS IA)
BOTH
Issued 07/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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