Unclaimed
Michael Bialas is a financial advisor who has been in the industry since 2012. Michael is registered as a registered representative and an investment adviser representative in the state of Wisconsin. Michael is currently employed by Thrivent Investment Management Inc., where Michael is a member of the Stevens Point, Wisconsin branch office. Michael holds a Series 7, Series 63, and Series 65 licenses and has passed the Securities Industry Essentials Examination (SIE). Michael specializes in providing financial planning and portfolio management for individuals. Michael has experience working with individuals, corporations, and churches. Michael is also a member of the Wisconsin Deer Advisory Council.
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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WI
10/28/2019 - Present
Thrivent Investment Management Inc. (STEVENS POINT WI)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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