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Maxine G Veatch

Thrivent Investment Management Inc.

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About Maxine G Veatch

Maxine Veatch is a registered representative with Thrivent Investment Management Inc. Maxine has been in the industry since 1994. Maxine has also been a licensed agent for Wellmark/Blue Cross/Blue Shield since 2005. Maxine is registered in Iowa, Minnesota, South Dakota and Texas. Maxine holds Series 6, 7, 63 and 65 licenses, and has also passed the Securities Industry Essentials Examination. Maxine provides financial planning and portfolio management services for individuals.

Firm Information

Maxine Veatch is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maxine Veatch’s Registration & Firm History

IA

01/26/2016 - Present

Thrivent Investment Management Inc. (Waterloo IA)

IA

09/30/1999 - 11/11/2002

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MN

05/11/1999 - 09/14/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/11/1999 - 09/14/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

09/06/1994 - 01/19/1999

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maxine G Veatch.
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