Unclaimed
Ashlee Wrobel is a financial advisor with Thrivent Investment Management Inc. Ashlee is a registered representative in 51 states and the District of Columbia, and is also a registered investment advisor in five states. Ashlee has been working in the financial industry since 2023. Ashlee is a Series 66, Series 7 and SIE license holder. Thrivent Investment Management Inc. provides investment advice to a range of clients, including individuals, businesses, churches, and non-profit organizations. The firm's services include financial planning, portfolio management, and retirement planning.
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
03/19/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 12/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ashlee Wrobel is the right advisor for you? Invested Better is here to help.