Unclaimed
Mark Ohlmann is a financial professional with over 18 years of experience in the industry. Mark is registered with Thrivent Investment Management Inc. and is currently licensed in 24 states. Mark has a strong background in providing financial advice to individuals and families and is committed to helping clients achieve their financial goals. Mark is also active in the community and is a member of the [insert appropriate community organization or organizations] in the Shakopee area.
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
MN
07/08/2024 - Present
Thrivent Investment Management Inc. (SHAKOPEE MN)
BOTH
Issued 03/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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