Unclaimed
Matthew Kuehn is a financial advisor with Thrivent Investment Management Inc. based in Exton, PA. He is registered in Colorado, Delaware, Florida, New Jersey, New York, and Pennsylvania. Matthew has been in the financial industry for more than 20 years. Matthew Kuehn holds the Series 7TO, SIE, and Series 66 securities licenses and is a registered Investment Advisor Representative in Pennsylvania. Matthew Kuehn specializes in providing financial planning services and portfolio management for individuals. In addition to his work as a financial advisor, Matthew Kuehn is a licensed real estate agent with EXP Realty LLC.
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
PA
05/09/2024 - Present
Thrivent Investment Management Inc. (Exton PA)
BOTH
Issued 05/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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