Unclaimed
Preston Scott Johnson is a financial advisor with Thrivent Investment Management Inc. in RICE LAKE, WI. Preston has been in the industry since March 5, 2001, and is registered with the state of Wisconsin. Preston holds Series 6 and Series 63 licenses and the SIE exam. Preston's firm is a registered investment advisor with over 42,000 clients. They are a large firm with a diversified client base. Their services include financial planning and portfolio management for individuals and businesses. Preston's primary office is located at 2902 S WISCONSIN AVE in RICE LAKE, WI.
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
07/01/2002 - Present
Thrivent Investment Management Inc. (RICE LAKE WI)
MN
03/05/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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