Unclaimed
Brooke Jackson Harvey is a registered representative with Thrivent Investment Management Inc. Brooke Harvey is also a Registered Investment Advisor. Brooke Harvey has been in the industry since March 2022, and has offices in Overland Park, Kansas, and Kansas City, Missouri. Brooke Harvey holds Series 66, 7TO, and SIE licenses and is registered in California, Illinois, Kansas, Minnesota, Missouri, Nevada, Pennsylvania, Rhode Island, Texas, and is also registered with FINRA and the Securities and Exchange Commission. Brooke Harvey has been recognized for providing financial planning and portfolio management services to individuals, families, and businesses.
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
KS
04/18/2024 - Present
Thrivent Investment Management Inc. (Overland Park KS)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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