Unclaimed
Lathanael Kirkland Olsen is a financial advisor with Thrivent Investment Management Inc. based in Elizabethtown, PA. Lathanael is registered in 13 states: Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, West Virginia and Wisconsin. Lathanael holds Series 63 and Series 65 licenses, as well as Series 7TO and SIE. Lathanael specializes in financial planning and portfolio management.
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
PA
04/29/2024 - Present
Thrivent Investment Management Inc. (Elizabethtown PA)
IA
Issued 04/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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