Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Berg is a registered investment advisor representative with Thrivent Investment Management Inc. Brian is active in both Broker-Dealer and Investment Advisor capacities. Brian is registered with the state of Colorado, District of Columbia, Oklahoma, and Texas. Brian is a licensed General Securities Representative and holds the Series 66.
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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MN
04/26/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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