Unclaimed
Bruce Schmitt is a financial advisor with Thrivent Investment Management Inc. Bruce has been in the industry since 1987. Bruce is registered with both FINRA and the SEC and is currently licensed in 42 states. Bruce specializes in financial planning and portfolio management for individuals. Bruce has a total of 42 years of experience in the financial services industry. Bruce is committed to helping individuals achieve their financial goals.
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
WA
12/23/2010 - Present
Thrivent Investment Management Inc. (SPOKANE WA)
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Schmitt is the right advisor for you? Invested Better is here to help.