Unclaimed
Martin Cole is a financial professional with over 23 years of experience in the financial services industry. Martin has a strong background in providing financial advice and investment management services to individuals and families. He has been registered with Thrivent Investment Management Inc. since 2002. Martin has extensive experience in financial planning and portfolio management, specializing in helping clients achieve their financial goals. He holds the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Martin is also a registered representative in several states, including Minnesota, Oklahoma, and Texas.
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
09/28/2017 - Present
Thrivent Investment Management Inc. (WACONIA MN)
BOTH
Issued 05/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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