Unclaimed
Chad Dennis Aaberg is an investment advisor representative with Thrivent Advisor Network, LLC. Chad has been in the financial industry since 2003 and holds both Series 7 and Series 65 licenses. Chad provides investment advisory services to individual investors and other businesses. Chad also holds a license for selling fixed insurance contracts. Chad previously worked at Purshe Kaplan Sterling Investments, Inc. and Thrivent Investment Management Inc. Chad works out of the Denver, CO office and also works with clients in Minneapolis, MN.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
CO
08/17/2022 - Present
Thrivent Advisor Network, LLC (Denver CO)
CO
09/24/2020 - 07/31/2024
PURSHE KAPLAN STERLING INVESTMENTS (Denver CO)
CO
07/02/2003 - 09/23/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Denver CO)
MO
02/19/2003 - 04/21/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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