Unclaimed
Colin Aldis is a financial advisor with Thrivent Investment Management Inc. in Rochester, Minnesota. Colin has been in the financial industry since September 11, 1995, and is registered to provide investment advice in Minnesota, Florida, Iowa, and Wisconsin. Colin has passed the Series 6, 7, 63, and 66 exams and has worked for Thrivent Investment Management Inc. since July 2002. Colin provides financial planning, portfolio management for individuals, and other advisory 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
MN
12/19/2013 - Present
Thrivent Investment Management Inc. (Rochester MN)
BOTH
Issued 04/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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