Unclaimed
Brian Stray is a financial advisor at Thrivent Investment Management Inc. Brian has been in the financial industry since 2007, and has a strong focus on serving individuals, corporations, and non-profit organizations. Brian specializes in developing personalized financial plans and managing investment portfolios. Brian currently holds Series 66, Series 7, and SIE licenses. Brian's office is located in Waukesha, Wisconsin.
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
WI
10/15/2007 - Present
Thrivent Investment Management Inc. (WAUKESHA WI)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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