Unclaimed
Chad Masche is an investment advisor representative at Thrivent Investment Management Inc. Chad has been in the financial services industry for over 20 years. Chad is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Chad offers a variety of financial services including investment management, financial planning, and retirement planning. Chad's experience, combined with the resources of Thrivent Investment Management Inc., can help you reach your 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.
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2
WA
09/03/2014 - Present
Thrivent Investment Management Inc. (MILL CREEK WA)
MN
09/07/2001 - 04/04/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)
WI
09/07/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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