Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lynn Oleson is a financial advisor with Thrivent Investment Management Inc. Matthew has been in the industry since May 2004. Matthew is registered with FINRA and the state of Florida, and has a Series 66, Series 7 and SIE license. Matthew has experience working with high net worth individuals, individuals other than high net worth, churches and non-profit sharing retirement accounts, and corporations or other 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
FL
03/16/2017 - Present
Thrivent Investment Management Inc. (BRANDON FL)
FL
05/21/2004 - 03/02/2010
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
05/21/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Oleson is the right advisor for you? Invested Better is here to help.
