Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Senkbeil is a financial advisor with Thrivent Investment Management Inc. located in WEST BEND, WI. Lisa has been in the financial services industry since 2007. Lisa holds the Series 6, Series 63, and SIE licenses and is registered in Florida and Wisconsin. Thrivent Investment Management Inc. is a firm with approximately $14.8 Billion in assets under management. The firm provides investment management services for individuals, businesses, and pooled investment vehicles. They also provide financial planning services to individuals and businesses.
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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WI
06/07/2007 - Present
Thrivent Investment Management Inc. (WEST BEND WI)
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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