Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Theisen is a financial advisor with Thrivent Investment Management Inc. He specializes in providing financial planning and portfolio management for individuals. Joshua has been in the financial industry for a number of years and holds a variety of licenses and certifications, including Series 7, Series 66, and the SIE exam. He is registered to provide financial advice in Florida, Illinois, Iowa, Minnesota, and Wisconsin.
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
05/29/2024 - Present
Thrivent Investment Management Inc. (DE WITT IA)
BOTH
Issued 05/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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