Unclaimed
Aaron Parsel is a financial advisor with over 13 years of experience in the industry. Aaron is currently registered with Thrivent Investment Management Inc. and is licensed in Arizona as a registered investment advisor (IA). Prior to joining Thrivent, Aaron worked as a financial advisor with AssetMark Brokerage, LLC, USAA Investment Services Company, USAA Financial Advisors, Inc. and Charles Schwab & Co., Inc.. Aaron has a strong understanding of the financial services industry and is committed to providing his clients with personalized financial advice.
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
MN
09/12/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
AZ
05/13/2021 - 07/11/2022
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
06/08/2020 - 09/15/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
11/23/2018 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/12/2008 - 06/19/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
IA
Issued 09/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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