Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Steffeck is a financial advisor registered with Thrivent Investment Management Inc. and has been in the industry since 2014. Matthew has a Series 7, Series 66 and Series 24 license. Matthew is located in Minneapolis, Minnesota, and has been with Thrivent Investment Management Inc. since 2022. Matthew has a history of working with individuals, corporations, churches, and non-profit sharing retirement accounts. Matthew is also registered in Wisconsin and has been a registered representative since 2014.
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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MN
05/20/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
WI
07/31/2014 - 03/19/2021
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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