Unclaimed
Nathan Lacoursiere is a financial advisor with Thrivent Investment Management Inc. with an active scope in both Broker-Dealer and Investment Advisor. Nathan has been working in the financial industry since August 2023 and holds a Series 66 license in addition to the Series 7TO and SIE exams. Nathan is a resident of Appleton, WI and is registered to provide financial services in Wisconsin. Nathan's experience includes working at Thrivent Financial and Wells Fargo. Nathan is also involved in other business ventures and has been involved in a number of other businesses including Lacoursi Creatives LLC, Fiverr and DimensionCraft Minis. Nathan provides financial planning and portfolio management services 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.
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2
WI
04/26/2024 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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