linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Margaret Ann Schultz

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margaret? Claim Your Profile

About Margaret Ann Schultz

Margaret Ann Schultz is a financial advisor with Thrivent Investment Management Inc. based in Topeka, KS. Margaret Ann has been a financial advisor for over 15 years, having first registered as a broker-dealer representative in 2005. Margaret Ann is currently registered to provide securities and investment advice in Kansas, Massachusetts and Michigan. She has passed several industry exams, including the Series 66, Series 7TO and the SIE exam. Margaret Ann is dedicated to providing personalized financial advice to individuals and families to help them reach their financial goals.

Firm Information

Margaret Schultz is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margaret Schultz’s Registration & Firm History

KS

12/24/2019 - Present

Thrivent Investment Management Inc. (TOPEKA KS)

KS

08/25/2005 - 10/15/2007

THRIVENT INVESTMENT MANAGEMENT INC. (TOPEKA KS)

Not sure if Margaret Ann Schultz is right for you?

Licenses & Designations

BOTH

Issued 09/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann Schultz.
Not sure if Margaret Ann Schultz is right for you?