Unclaimed
Matthew Casper is a financial advisor at Thrivent Investment Management Inc. Matthew has been in the financial services industry since January 25, 2015. Matthew is licensed in Florida, Georgia and Wisconsin to provide investment advice. Matthew holds the Series 63, Series 65, Series 7 and SIE licenses.
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
01/02/2020 - Present
Thrivent Investment Management Inc. (Wisconsin Rapids WI)
IA
Issued 12/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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