Unclaimed
Rendi Jo Olson is a financial advisor at Thrivent Investment Management Inc. Rendi has been in the industry for over 16 years and holds Series 6, 7, 63, and 66 licenses. Rendi specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, churches, and non-profit sharing retirement accounts. Rendi is registered with the state of North Dakota as an Investment Advisor Representative (IAR) and with the state of Texas as an IAR and as a Registered Representative (RR).
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
05/04/2020 - Present
Thrivent Investment Management Inc. (Killdeer ND)
BOTH
Issued 07/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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