Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bonner is a financial advisor with Thrivent Investment Management Inc. Lisa has been in the industry since 2004 and holds the Series 63, 66 and 7 licenses, as well as the SIE exam. Lisa has been registered with Thrivent Investment Management Inc. since 2020. Previously, Lisa worked with LPL Financial LLC, TD Ameritrade, INC., OneAmerica Securities, INC., J.P. Morgan Securities LLC, and Edward Jones.
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
OH
12/03/2021 - Present
Thrivent Investment Management Inc. (Lewis Center OH)
WI
08/17/2018 - 04/04/2019
TD AMERITRADE, INC. (EAU CLAIRE WI)
SC
01/08/2018 - 03/12/2018
LPL FINANCIAL LLC (FORT MILL SC)
IN
11/15/2017 - 01/09/2018
ONEAMERICA SECURITIES, INC. (Indianapolis IN)
IN
10/31/2013 - 11/18/2015
J.P. MORGAN SECURITIES LLC (GREENWOOD IN)
IN
11/05/2012 - 11/06/2013
ALLSTATE FINANCIAL SERVICES, LLC (FRANKLIN IN)
IN
07/14/2010 - 07/18/2012
M&I FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
IN
07/26/2004 - 06/21/2010
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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