Unclaimed
Marc Douglas Kerscher is a financial advisor registered with Thrivent Investment Management Inc. since October 2008. Marc has been in the financial industry since March 2001. Marc has Series 63, 66 and 7 licenses, as well as the SIE license. Previously, Marc has worked for AIG RETIREMENT ADVISORS, INC., WELLS FARGO INVESTMENTS, LLC, WELLS FARGO BROKERAGE SERVICES, L.L.C., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Marc's firm, Thrivent Investment Management Inc., is a financial advisor with over $14.8 billion in assets under management and a wide range of clients. Marc and Thrivent Investment Management Inc. provide financial planning, portfolio management for individuals, and other advisory services.
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
IA
10/10/2008 - Present
Thrivent Investment Management Inc. (Monticello IA)
KS
09/29/2004 - 03/27/2008
AIG RETIREMENT ADVISORS, INC. (OVERLAND PARK KS)
CA
01/05/2001 - 01/16/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
11/20/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/10/1999 - 11/02/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/10/1999 - 11/02/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Kerscher is the right advisor for you? Invested Better is here to help.