Unclaimed
Mark Haglin is a financial professional with over 25 years of experience in the industry. Mark is a registered representative of Thrivent Investment Management Inc., a financial services company that provides investment management and financial planning services. Mark has been with Thrivent Investment Management Inc. since 2007. He holds Series 7, 26, 63 and 65 licenses. Mark is also a Chartered Financial Consultant (ChFC). Mark's primary focus is providing financial planning and investment management services to individuals, families, and businesses.
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
WI
10/19/2012 - Present
Thrivent Investment Management Inc. (WAUKESHA WI)
MN
08/02/2004 - 04/02/2007
EQUITRUST MARKETING SERVICES, LLC (BEMIDJI MN)
MN
07/01/2002 - 07/30/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
08/20/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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