Unclaimed
Caleb Vangerpen is a financial advisor at Thrivent Investment Management Inc. Caleb has been in the financial services industry for over 2 years. Caleb is registered with the state of Washington as a both a registered representative and investment advisor. Caleb holds the Series 66, Series 7TO and SIE licenses. Caleb specializes in working with individuals and families to provide them with financial planning and portfolio management services.
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
08/12/2024 - Present
Thrivent Investment Management Inc. (LIBERTY LAKE WA)
BOTH
Issued 08/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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