Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Sundberg is a financial advisor with over 20 years of experience in the industry. Richard is registered with Thrivent Investment Management Inc. in Minnesota and has a Series 66, Series 7, and SIE license. Richard is a specialist in both financial planning and portfolio management for individuals. Richard's previous experience includes working at Thrivent Financial for Lutherans. Richard has a strong track record of providing sound financial advice to individuals and families.
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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MN
12/20/2013 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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