Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Estreen is a financial advisor with Thrivent Investment Management Inc. based in Rice Lake, WI. Joshua has been in the industry since March 4, 2012, and is registered with the state of Wisconsin as a Registered Representative. Joshua also holds Series 7 and Series 66 licenses. In addition to working with Thrivent Investment Management Inc., Joshua serves on the Board of Directors for the Boys and Girls Club of Barron County and the Rice Lake, Lake Protection and Rehabilitation District. Joshua is also a Partner in Minds in Motion, a company that develops and sells attention-focusing devices for schools.
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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2
WI
04/19/2012 - Present
Thrivent Investment Management Inc. (Rice Lake WI)
BOTH
Issued 04/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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