Unclaimed
Connor Zilisch is an Investment Advisor Representative with Thrivent Investment Management Inc., based in Appleton, WI. Connor's career in the financial services industry began in 2024. Connor has experience in providing financial planning services, as well as portfolio management for individuals. Connor is registered with the state of Wisconsin, with both Broker-Dealer and Investment Advisor registrations.
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
WI
04/30/2024 - Present
Thrivent Investment Management Inc. (Appleton WI)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Connor Zilisch is the right advisor for you? Invested Better is here to help.