Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Michelle Soderlind is a financial advisor who has been working in the industry since 1988. Crystal has a strong background in both securities and investment advisory services. She has experience working with individuals, corporations and churches. Crystal has a Series 7, Series 3, Series 63 and Series 65 licenses. Crystal is currently registered with Thrivent Investment Management Inc. and has previously been registered with several other firms, including The Oak Ridge Financial Services Group, Inc. and Securities America, 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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2
MN
06/04/2015 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
05/05/2010 - 01/03/2014
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
08/12/2009 - 05/03/2010
SECURITIES AMERICA, INC. (BLOOMINGTON MN)
MN
07/15/2009 - 07/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/12/2007 - 07/17/2009
THRIVENT INVESTMENT MANAGEMENT INC. (CHASKA MN)
TX
09/05/2001 - 12/31/2004
NFP SECURITIES, INC. (AUSTIN TX)
MO
09/14/2000 - 09/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MN
10/06/1998 - 10/05/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
09/17/1998 - 10/19/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
12/17/1988 - 08/26/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
11/24/1987 - 10/28/1988
CITICORP SECURITIES MARKETS, INC.
NA
05/21/1986 - 09/14/1987
PAINEWEBBER INCORPORATED
IA
Issued 01/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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