Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Eli Schutz is a financial advisor with Thrivent Investment Management Inc. Alec is based in Janesville, WI. Alec has been a Registered Representative since October 2022. Alec has been a Registered Investment Advisor since December 2023. Alec has worked at Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Alec has experience working with clients of various types, including corporations and individuals. Alec also works with retirement plans. Alec has worked with the VFW Post 2708, Hope Lutheran Church, and Uber.
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.
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WI
12/08/2023 - Present
Thrivent Investment Management Inc. (Janesville WI)
WI
10/25/2022 - 12/08/2023
CETERA ADVISOR NETWORKS LLC (MADISON WI)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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