Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Schultz is a financial advisor who has been in the industry since March 13, 2024. Colin is currently registered with Thrivent Investment Management Inc. in Wisconsin and Texas. Colin is also registered as an Investment Advisor Representative in Wisconsin. Colin specializes in financial planning and portfolio management for individuals. Colin has passed the Series 66, Series 7TO, and SIE exams. Colin's experience includes work with Shine and Drive LLC, K6 Apparel and Promos LLC, ApplicantOne, Florida Southern College, Marquette University HighSchool, Coakley Brothers, Thrivent Financial, and Thrivent Investment Management Inc.
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
04/08/2024 - Present
Thrivent Investment Management Inc. (Milwaukee WI)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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