Unclaimed
Brett Bergeson is a financial advisor at Thrivent Investment Management Inc., a firm headquartered in Minneapolis, Minnesota. Brett is licensed to provide financial advice in Minnesota, Texas, and several other states. Brett has been in the financial industry for less than a year, having passed the Series 7TO and SIE exams. Brett's financial expertise is focused on individuals and high net worth individuals. In addition to his work as a financial advisor, Brett is also a Deacon at the Evangelical Free Church in Redwood Falls, Minnesota.
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
08/15/2024 - Present
Thrivent Investment Management Inc. (Redwood Falls MN)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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