Unclaimed
Amy Van bramer is a registered representative with Thrivent Investment Management Inc. and has been in the industry since 2014. Amy's experience includes working with private clients, investment companies, and corporations. Amy specializes in financial planning and portfolio management.
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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2
WI
01/10/2020 - Present
Thrivent Investment Management Inc. (STURGEON BAY WI)
WI
01/03/2018 - 01/06/2020
PRIVATE CLIENT SERVICES, LLC (STURGEON BAY WI)
WI
06/01/2016 - 12/31/2017
SII INVESTMENTS, INC. (STURGEON BAY WI)
WI
05/13/2014 - 06/15/2016
LPL FINANCIAL LLC (STURGEON BAY WI)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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