Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Wuertz is an investment advisor representative with Thrivent Investment Management Inc. Bradley has been in the industry since 1987 and has a wide range of experience in financial planning and portfolio management. Bradley holds the Series 6, 7, 63, and 66 licenses and is registered in Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, Texas, Virginia, and Wisconsin. Bradley specializes in financial planning and portfolio management for individuals and businesses.
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
IA
01/09/2023 - Present
Thrivent Investment Management Inc. (DAVENPORT IA)
BOTH
Issued 12/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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