Unclaimed
Marci Bentz is a financial professional with over 20 years of experience in the financial services industry. Marci is currently registered with Thrivent Investment Management Inc. and has held prior positions at Chase Investment Services Corp., BANC One Securities Corporation, Lutheran Brotherhood Securities Corp., and Thrivent Financial for Lutherans. Marci holds the Series 63, 66, and 7 licenses, as well as the SIE exam. Marci is committed to providing comprehensive financial planning and investment management services to individuals and families.
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
MI
08/12/2013 - Present
Thrivent Investment Management Inc. (WHITEHALL MI)
MI
07/06/2005 - 01/08/2008
CHASE INVESTMENT SERVICES CORP. (SPRING LAKE MI)
IL
03/31/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/02/2002 - 03/15/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/03/2001 - 04/18/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 11/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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