Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Schulze Ritchie is a financial advisor with Thrivent Investment Management Inc. Ross has been in the financial services industry since 2012 and is registered as a Registered Representative and Investment Advisor Representative in Wisconsin. Ross has a strong background in financial planning and portfolio management, and is committed to helping individuals and families achieve their financial goals. Ross is a Series 7, Series 6, Series 63, Series 24, Series 26 and Series 51 licensed professional.
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
02/21/2023 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
11/16/2015 - 03/16/2017
THRIVENT DISTRIBUTORS, LLC (Appleton WI)
WI
04/17/2012 - 12/28/2015
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
IA
Issued 02/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/03/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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