Unclaimed
Robert Tuszynski is a financial advisor at Thrivent Investment Management Inc. Robert has been in the industry since 1986 and has been registered with the Securities and Exchange Commission (SEC) since 1983. Robert is a registered representative and investment advisor representative with Thrivent. Robert specializes in financial planning and portfolio management for individuals. Robert is licensed to sell securities in all 50 states.
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
WI
02/28/2020 - Present
Thrivent Investment Management Inc. (Appleton WI)
WI
06/16/2014 - 01/17/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUXEMBURG WI)
WI
10/07/2008 - 05/13/2013
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
09/09/2008 - 05/13/2013
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
IA
01/08/2004 - 07/24/2008
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IL
09/23/1983 - 07/15/2003
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IA
Issued 09/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/01/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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