Unclaimed
Loren Voss is a financial advisor with Thrivent Investment Management Inc. Loren is registered in Arizona, California, Montana and Nevada. Loren has been in the financial services industry since 2019. Loren holds licenses in the following categories: Series 66, Series 7TO and SIE. Loren has also been registered with Thrivent Financial in Appleton, Wisconsin since 2019. Loren specializes in financial planning and portfolio management for individuals. Thrivent Investment Management Inc. is a firm that provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and organizations. Thrivent Investment Management Inc. has been in business since 1997 and is headquartered in Minneapolis, Minnesota.
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
MT
11/26/2019 - Present
Thrivent Investment Management Inc. (Helena MT)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Loren Voss is the right advisor for you? Invested Better is here to help.