Unclaimed
Michelle Renee Lessmann is a financial advisor with Thrivent Investment Management Inc. located in Dakota Dunes, SD. Michelle has been in the financial industry since 2017. She is registered with the states of Iowa and South Dakota as an Investment Advisor Representative. Michelle also holds Series 6, 7 and 66 securities licenses. Michelle's professional experience includes previous positions with NYLIFE Securities Inc. and other roles in the financial services industry. She specializes in providing financial planning services and portfolio management for individuals.
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
SD
02/08/2023 - Present
Thrivent Investment Management Inc. (Dakota Dunes SD)
IA
01/07/2017 - 04/13/2018
THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX CITY IA)
NY
07/13/2004 - 07/25/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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