Unclaimed
Lee Goddard Hagler is a financial advisor at Thrivent Advisor Network, LLC. Lee has over 4 years of experience in the financial industry. Lee is registered with the state of Colorado. Lee holds the Series 7TO and Series 66 licenses. Lee has experience working with individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Lee specializes in financial planning, pension consulting, and educational seminars. Lee is also an associate at Thrivent Advisor Network, LLC d/b/a 5280 Associates. Lee is a licensed agent at Thrivent Financial for Lutherans and worked as a financial advisor for Thrivent Investment Management Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
MN
05/30/2023 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
CO
06/02/2023 - 07/31/2024
PURSHE KAPLAN STERLING INVESTMENTS (Denver CO)
CO
10/12/2021 - 02/22/2023
THRIVENT INVESTMENT MANAGEMENT INC. (LAKEWOOD CO)
BOTH
Issued 12/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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