Unclaimed
Megan Weigand is a financial professional with over 5 years of experience in the industry. She is currently registered with Thrivent Investment Management Inc. as a Registered Representative (RR) and is actively involved in providing financial advisory services to individuals and businesses. Megan holds Series 7TO and SIE licenses. She has a proven track record of helping clients achieve their financial goals. Megan Weigand is committed to providing her clients with personalized financial advice and guidance.
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
WI
05/05/2023 - Present
Thrivent Investment Management Inc. (Cedarburg WI)
BOTH
Issued 05/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Megan Weigand is the right advisor for you? Invested Better is here to help.