Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Irene Bartz is a registered representative with Thrivent Investment Management Inc. Joan has been in the securities industry since May 11, 1993. Joan has a Series 6, 7, 63 and 65. Joan's firm specializes in providing financial planning and portfolio management services to individuals and businesses. Joan Irene Bartz and Thrivent Investment Management Inc. are based in Glenwood City, Wisconsin.
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
07/01/2002 - Present
Thrivent Investment Management Inc. (GLENWOOD CITY WI)
MN
05/12/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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