Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Marie Sturm is an investment advisor representative with Thrivent Investment Management Inc. Rachael has been in the financial services industry for over 17 years and has a wide range of experience in the field. Rachael has held various roles within the firm, including serving as a representative for Thrivent Distributors, LLC. Rachael is a licensed investment advisor representative and has passed multiple industry exams, including Series 6, Series 63, Series 66, Series 24, and Series 26. Rachael is dedicated to providing clients with personalized financial planning and investment management services, helping them achieve their financial goals.
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
12/19/2023 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
11/17/2015 - 07/24/2019
THRIVENT DISTRIBUTORS, LLC (Appleton WI)
BOTH
Issued 12/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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