Unclaimed
Matthew Armstrong is a financial advisor with Thrivent Investment Management Inc. located in APPLETON, WI. Matthew has been in the industry since 2007 and has experience with a wide range of financial products and services. Matthew has a strong track record of success in helping clients achieve their financial goals. Matthew has been registered with the state of Iowa since 2013. Matthew is a registered representative with the firm Thrivent Investment Management Inc.
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
WI
11/10/2021 - Present
Thrivent Investment Management Inc. (APPLETON WI)
IA
06/17/2013 - 11/10/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
06/18/2012 - 05/28/2013
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (PANORA IA)
CT
09/23/2011 - 06/13/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
04/26/2011 - 10/14/2011
DIRECTED SERVICES LLC (DES MOINES IA)
CT
05/23/2008 - 04/28/2011
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
01/30/2007 - 05/16/2008
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/05/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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