Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Johnson is an investment advisor representative registered with Thrivent Investment Management Inc. Lee has been working in the financial services industry since May 2018. Lee is licensed in multiple states, including California, Colorado, Illinois, Missouri, Oregon and Wisconsin. Lee's specializations include: 1) financial planning, 2) portfolio management for individuals, 3) investment management for churches and non-profit sharing retirement accounts, 4) investment management for high net worth individuals, and 5) investment management for corporations and other businesses. Lee has a current registration with the state of Wisconsin as an investment advisor representative.
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
WI
05/08/2018 - Present
Thrivent Investment Management Inc. (MUSKEGO WI)
BOTH
Issued 04/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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