Unclaimed
Erland Porter is a financial advisor with Thrivent Investment Management Inc., licensed in multiple states, including Indiana, Texas and California. Erland has been in the financial industry since September 12, 2017 and holds the Series 66, Series 7 and SIE licenses. Erland's specialties include financial planning and portfolio management for individuals. Thrivent Investment Management Inc. is a large firm, managing over $14.8 billion in assets for over 56,000 clients. The firm offers various financial services, including financial planning, portfolio management, and educational seminars.
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.
1
2
IN
06/29/2021 - Present
Thrivent Investment Management Inc. (Carmel IN)
BOTH
Issued 10/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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