Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alexander Schiltz is a registered representative and investment advisor representative with Thrivent Investment Management Inc. in Appleton, WI. Jason has been in the industry since March 24, 2015. Jason has a Series 63 license and has passed the SIE and Series 6 exams. Jason is licensed in all 50 states. Jason specializes in providing financial planning and portfolio management for individuals and other clients. Jason's current branch office is located at 4321 N Ballard Rd, Appleton, WI 54919.
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
WI
06/12/2018 - Present
Thrivent Investment Management Inc. (Appleton WI)
WI
04/18/2014 - 07/05/2017
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 05/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Schiltz is the right advisor for you? Invested Better is here to help.
