Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Ryan Elfe is a financial advisor who works for Thrivent Investment Management Inc. He has been in the financial industry for several years and holds both the Series 7TO and Series 66 licenses. Chad is registered to provide investment advisory services in Texas and Wisconsin, and he has a strong track record of providing his clients with the financial guidance they need.
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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WI
03/03/2022 - Present
Thrivent Investment Management Inc. (GREEN BAY WI)
BOTH
Issued 03/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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