Unclaimed
Dane Schultz-andersen is a financial advisor with Thrivent Investment Management Inc. Dane has been in the financial services industry since November 2001. Dane holds Series 63, 66, 7 and SIE licenses, and has a strong track record of providing financial guidance to clients. Dane specializes in working with individuals, corporations and churches and non-profit sharing retirement accounts.
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
WA
02/09/2004 - Present
Thrivent Investment Management Inc. (Vancouver WA)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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