linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Laura Carlson

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Laura? Claim Your Profile

About Laura Carlson

Laura Carlson is a financial advisor at Thrivent Investment Management Inc. located in Appleton, WI. Laura has been in the financial services industry since 2009. Laura is registered with the state of Wisconsin and holds the Series 66, Series 26, Series 53, Series 24, Series 99TO, SIE, and Series 7 licenses. Laura specializes in providing financial planning and portfolio management services to individuals. Laura is affiliated with Thrivent Financial.

Firm Information

Laura Carlson is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Laura Carlson’s Registration & Firm History

WI

07/25/2024 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

11/27/2015 - 04/29/2024

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

WI

01/01/2008 - 05/09/2014

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

Not sure if Laura Carlson is right for you?

Licenses & Designations

BOTH

Issued 06/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/04/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/13/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Carlson.
Not sure if Laura Carlson is right for you?