linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Elizabeth Scott

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your Profile

About Elizabeth Scott

Elizabeth Scott is a financial advisor with Thrivent Investment Management Inc. She has been in the industry since 2010. Elizabeth is registered with the state of Wisconsin. She holds Series 4, 7, 24, 52TO, 53, 66, 99TO and SIE licenses. Elizabeth also has experience with Packerland Brokerage Services, INC. and ING Financial Partners, INC. Elizabeth Scott is a licensed financial advisor who provides financial planning, and portfolio management for individuals. She is based in Appleton, Wisconsin.

Firm Information

Elizabeth Scott 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elizabeth Scott’s Registration & Firm History

WI

03/29/2021 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

01/04/2011 - 03/22/2021

PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)

WI

11/16/2009 - 07/07/2010

ING FINANCIAL PARTNERS, INC. (GREEN BAY WI)

Not sure if Elizabeth Scott is right for you?

Licenses & Designations

BOTH

Issued 12/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2015

Series 4 - Registered Options Principal Examination

BC

Issued 08/23/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/08/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Scott.
Not sure if Elizabeth Scott is right for you?