Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Beise is a financial advisor with over 25 years of experience in the financial services industry. David is a Partner with Thrivent Advisor Network, LLC and provides investment advisory services to retail clients. David is a Registered Representative and Investment Advisor Representative with Thrivent Advisor Network, LLC and is registered in Minnesota. David has also worked with Purshe Kaplan Sterling Investments, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
07/21/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 09/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Minnetonka MN)
MN
07/01/2002 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
MN
02/07/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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