Unclaimed
Aaron Elder is a financial advisor with Thrivent Investment Management Inc. Aaron is a registered representative and investment advisor representative with the firm and has been working in the industry since 2014. Aaron's areas of expertise include financial planning and portfolio management for individuals. Aaron has earned licenses in Series 6, 7, 63 and 65 as well as the SIE exam and has worked with clients in Colorado, Idaho, and Wisconsin. Aaron is committed to providing exceptional financial guidance and helping clients reach their financial goals.
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
CO
09/03/2020 - Present
Thrivent Investment Management Inc. (JOHNSTOWN CO)
ID
08/08/2014 - 06/03/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOSCOW ID)
IA
Issued 09/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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