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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Schmitt is a financial advisor with Thrivent Advisor Network, LLC. Joseph has been in the financial industry since February 23, 2020, and specializes in retirement planning, investment advisory, and insurance sales. Joseph is registered with the state of Illinois and Texas. Joseph is also registered with FINRA and the state of Illinois as an Investment Advisor Representative. Joseph has been associated with Thrivent Advisor Network, LLC and its predecessor firm, Thrivent Investment Management Inc., for several years. Before joining Thrivent, Joseph worked for Purshe Kaplan Sterling Investments, Inc. Joseph has a Series 66, Series 7TO, and SIE license.
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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IL
11/01/2024 - Present
Thrivent Advisor Network, LLC (Naperville IL)
IL
05/26/2022 - 08/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
09/24/2020 - 05/26/2022
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
02/24/2020 - 09/23/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Naperville IL)
BOTH
Issued 02/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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