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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jerome Massmann is a financial advisor with Thrivent Investment Management Inc. Mark has been in the industry since 2002 and holds a Series 63 and 65 licenses. Mark has worked with various firms including U.S. BANCORP INVESTMENTS, INC., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Thrivent Investment Management Inc. specializes in financial planning, and portfolio management for individuals.
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.
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2
MN
02/26/2016 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
04/24/2012 - 08/24/2012
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
02/28/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
03/07/2005 - 02/09/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
07/01/2002 - 06/08/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/30/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 02/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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