Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Geiger is a financial professional registered with Thrivent Investment Management Inc. in Brillion, Wisconsin. Lisa has been in the industry since 2013 and holds the Series 6, Series 63, and Series 6TO licenses. Lisa specializes in financial planning and portfolio management for individuals.
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
05/04/2020 - Present
Thrivent Investment Management Inc. (BRILLION WI)
MN
09/23/1996 - 12/11/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 07/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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