Unclaimed
Joshua Tanner Richards is a registered representative of Thrivent Investment Management Inc. Joshua has been in the industry since June 2021 and has passed the Series 7TO, SIE and Series 66 exams. Joshua is currently registered in Arizona, California, Colorado, District of Columbia, Georgia, Idaho, Iowa, Maine, Minnesota, Missouri, Montana, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Washington and Wisconsin. Joshua specializes in retirement planning and financial planning. Joshua has worked for several companies in the past, including Cole Valley Christian Schools, Mark Bottles Real Estate Services, Paramount Remodeling and Handyman Services, Certified Kitchen and Bakery, Wylder Hospitality Group, West Ada School District, Thrivent Financial, and Thrivent Investment Management Inc. Joshua is dedicated to providing excellent service to clients and helping them achieve their financial goals.
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
ID
10/15/2021 - Present
Thrivent Investment Management Inc. (Boise ID)
BOTH
Issued 07/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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