Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Robinson is a financial advisor with over 20 years of experience in the industry. Brent is a Certified Financial Planner and a Chartered Financial Consultant. Brent currently works at Thrivent Investment Management Inc. where Brent helps clients with financial planning, investment management, and other financial services.
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
MN
10/22/2020 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
WI
03/03/2020 - 09/25/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
10/31/2019 - 11/12/2019
PRIVATE CLIENT SERVICES, LLC (OSHKOSH WI)
WI
09/17/2019 - 10/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (OSHKOSH WI)
WI
08/26/2019 - 09/11/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MADISON WI)
WI
08/24/1998 - 08/07/2019
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2005
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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