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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joen? Claim Your ProfileJoen Andrew Van oppen is a financial advisor with over 20 years of experience in the financial services industry. Joen Andrew Van oppen currently works at Thrivent Investment Management Inc. and has been registered with the firm since March 2007. Previously, Joen Andrew Van oppen was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., American Express Financial Advisors Inc., and IDS Life Insurance Company. Joen Andrew Van oppen specializes in providing financial planning and portfolio management services to individuals and businesses.
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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MN
12/20/2013 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
01/03/2006 - 02/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
12/13/2000 - 01/03/2006
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
02/27/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
07/02/1998 - 07/31/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/02/1998 - 07/31/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2010
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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