Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Baumann is a financial professional with over 10 years of experience in the financial industry. Paul is registered with Thrivent Investment Management Inc. Paul offers advisory services such as financial planning and portfolio management for both individuals and businesses. Currently, Paul is registered with the state of Nebraska. Paul is a Series 66, Series 7TO and SIE exam holder. In addition to working for Thrivent Investment Management Inc., Paul also previously worked for Pentagon Federal Credit Union, KEMBA Financial Credit Union, Nebraska Electrical Services LLC, Westside Community Schools, Uhaul Co of Nebraska and Thrivent Financial.
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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NE
10/05/2022 - Present
Thrivent Investment Management Inc. (OMAHA NE)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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