Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bytof is a financial advisor with Thrivent Investment Management Inc., located in Appleton, Wisconsin. Heather specializes in providing financial advice to individuals and families, helping them plan for their financial future. Heather has been in the financial services industry since August 2017.
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
08/04/2017 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 08/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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