Unclaimed
Joshua Alan Newhouse is a financial advisor associated with Thrivent Investment Management Inc., providing financial guidance and investment services since July 2005. Joshua holds a Series 66 and a Series 7 license, and has experience in various areas including financial planning, investment management for individuals and churches. Joshua has been actively involved with Buena Vista Regional Healthcare Foundation, Group Benefits, LTD/Wellmark Blue Cross and Blue Shield of Iowa, Storm Lake Foundation, and Star Spangled Spectacular, reflecting a commitment to community involvement.
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
IA
07/15/2005 - Present
Thrivent Investment Management Inc. (STORM LAKE IA)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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