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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Holtan is a financial advisor registered with Thrivent Investment Management Inc. Paul Holtan is licensed in Minnesota, North Dakota, and South Dakota and has been in the industry since June 2011. Paul Holtan's current registrations include Series 66, Series 7, and SIE exams. Paul Holtan is affiliated with Thrivent Investment Management Inc., a company that provides financial planning and portfolio management services to individuals and corporations.
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
ND
06/10/2011 - Present
Thrivent Investment Management Inc. (Fargo ND)
BOTH
Issued 07/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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