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Elizabeth Marie Oestreich

Thrivent Investment Management Inc.

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About Elizabeth Marie Oestreich

Elizabeth Marie Oestreich is an investment advisor representative at Thrivent Investment Management Inc., a company based in Minneapolis, MN. Elizabeth has been in the financial services industry since 2021. Her current registrations include Series 66, Series 7TO and SIE. She is licensed to operate in Wisconsin and Minnesota and is a registered investment advisor in Wisconsin. Elizabeth has worked at Thrivent Investment Management Inc. since 2021 and has experience working in the financial services industry.

Firm Information

Elizabeth Oestreich is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Oestreich’s Registration & Firm History

WI

09/09/2021 - Present

Thrivent Investment Management Inc. (Wausau WI)

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Licenses & Designations

BOTH

Issued 09/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Marie Oestreich.
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