Unclaimed
Linnea Sodergren has been an active advisor in the financial industry since August 1998. Linnea is currently registered as a Registered Representative with Thrivent Investment Management Inc. and is also a Registered Investment Advisor in Minnesota and Texas. Linnea has previous experience with Lutheran Brotherhood Securities Corp. Linnea is dedicated to providing comprehensive financial planning and portfolio management services for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses and churches. In addition to serving on the Minnetonka Charter Commission, Linnea holds the Series 6, 7, 63 and 66 licenses and the SIE certification.
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
MN
08/07/2017 - Present
Thrivent Investment Management Inc. (GOLDEN VALLEY MN)
MN
08/04/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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