Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Streit is a financial advisor registered with Thrivent Investment Management Inc. Nicholas has been in the financial services industry since 2009. They hold licenses to provide financial services in multiple states across the US and specializes in providing financial planning and portfolio management for individuals. Nicholas has prior experience working with various firms including Morningstar Investment Services LLC, Avantax Investment Services, Inc., and Sanders Morris Harris Inc..
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
MN
08/25/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
NC
11/20/2019 - 02/12/2021
AVANTAX INVESTMENT SERVICES, INC. (Wilmington NC)
IL
07/10/2019 - 11/29/2019
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
08/31/2015 - 03/09/2018
SCOTTRADE, INC. (CHICAGO IL)
IL
05/05/2014 - 08/28/2015
SANDERS MORRIS HARRIS INC. (OAK BROOK IL)
CA
06/22/2006 - 07/22/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
MN
04/14/2005 - 10/20/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/14/2005 - 10/20/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Streit is the right advisor for you? Invested Better is here to help.
