Unclaimed
Michael Robert Heidtbrink is a registered representative and investment advisor representative. Michael has been in the securities industry since 1990. Michael is currently registered with Thrivent Investment Management Inc.. Michael is licensed to offer securities in Arizona, California, Florida, Nebraska, Tennessee and Texas. Michael has passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7), the Investment Company Products/Variable Contracts Representative Examination (Series 6) and the Securities Industry Essentials Examination (SIE). Michael also has experience working with clients including churches and non-profit sharing retirement accounts, high net worth individuals, corporations or other businesses and individuals other than high net worth.
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
CA
02/06/2017 - Present
Thrivent Investment Management Inc. (SANTEE CA)
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Heidtbrink is the right advisor for you? Invested Better is here to help.