Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Koester is a financial professional registered with Thrivent Investment Management Inc. Michael is licensed to provide financial advice in Texas and has been working in the financial services industry since December 2023. Michael is able to provide investment advice and financial planning services to a wide range of clients, including individuals, corporations, and non-profit organizations. Michael has achieved the following designations: Series 66, Series 7TO, and SIE.
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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TX
01/02/2024 - Present
Thrivent Investment Management Inc. (Allen TX)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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