Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Charles Kopp is a financial advisor with Thrivent Investment Management Inc. Ian is registered with FINRA, the state of Wisconsin and the state of Minnesota. Ian has been in the financial industry since May 2019. Ian is a registered representative and investment advisor representative. Ian has passed the Series 66, Series 7TO, and SIE exams. Ian specializes in financial planning and portfolio management. Ian works out of the Eau Claire, Wisconsin office of Thrivent Investment Management Inc.
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
06/06/2019 - Present
Thrivent Investment Management Inc. (Eau Claire WI)
BOTH
Issued 06/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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