Unclaimed
Brandon Michael Shreve is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Thrivent Investment Management Inc. in Kansas. Previously, Brandon has held positions at Goldman, Sachs & Co. and TD Ameritrade, Inc. Brandon has a strong background in providing financial planning and portfolio management services to individuals and families. He has also worked extensively with retirement planning and investment strategies.
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
KS
12/18/2019 - Present
Thrivent Investment Management Inc. (Lawrence KS)
IL
01/30/2014 - 04/01/2015
ALLSTATE FINANCIAL SERVICES, LLC (AURORA IL)
NY
04/09/2013 - 09/23/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
02/22/2010 - 04/01/2011
TD AMERITRADE, INC. (OAK BROOK IL)
IL
07/26/2006 - 02/11/2010
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
BOTH
Issued 12/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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