Unclaimed
Colin Bell is a financial advisor at Thrivent Investment Management Inc., with over 10 years of experience in the industry. Colin's professional background includes previous roles at American Express Financial Advisors Inc. and IDS Life Insurance Company. Colin holds the Series 66, Series 7 and SIE licenses, as well as state registrations in California, Georgia, Indiana, New Jersey, Ohio, and Pennsylvania. Colin specializes in financial planning and portfolio management for individuals, offering services to a variety of clients including high net worth individuals and individuals other than high net worth. Colin is dedicated to helping clients reach 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
OH
11/24/2008 - Present
Thrivent Investment Management Inc. (Stow OH)
MN
09/18/1995 - 12/06/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/1995 - 12/06/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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