Unclaimed
Erik Fischer is a financial advisor with Thrivent Investment Management Inc. based in Minneapolis, MN. Erik has been in the financial services industry since 2020. Erik has a Series 7TO, Series 66, and SIE licenses. Erik specializes in retirement and investment planning.
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
MN
01/03/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
ND
01/03/2020 - 06/08/2023
UBS FINANCIAL SERVICES INC. (FARGO ND)
BOTH
Issued 02/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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