Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Shattuck is an investment advisor representative with Thrivent Investment Management Inc. David has been in the industry since 2004 and has held registrations in multiple states including Wisconsin, Texas, Indiana, and California. David has experience in portfolio management for individuals and financial planning. David is also licensed in Wisconsin and Texas as an Investment Advisor Representative. David's office is located in Berlin, Wisconsin.
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
06/07/2013 - Present
Thrivent Investment Management Inc. (BERLIN WI)
IA
Issued 06/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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