Unclaimed
Sara Beyer is a registered representative with Thrivent Investment Management Inc. based in Appleton, Wisconsin. Sara has been in the industry since May 2021. Sara is licensed to sell investment company products and variable contracts as well as securities. Sara specializes in both financial planning and portfolio management for individuals.
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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WI
05/21/2021 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 05/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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