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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Marie Franek is a financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, Minnesota. Joanna has over 10 years of experience in the financial services industry and has been registered with the state of Minnesota since 2013. Joanna's previous employment includes Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc., where she gained experience in investment management and financial planning. Joanna holds a Series 66 and Series 7 licenses and provides financial planning, pension consulting, and educational seminars to her clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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2
MN
08/24/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 09/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Minnetonka MN)
MN
11/20/2014 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
MN
03/27/2014 - 11/14/2014
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
09/04/2013 - 03/28/2014
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
BOTH
Issued 11/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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