Unclaimed
Shanta Burton is an investment advisor representative at Thrivent Investment Management Inc. Shanta joined Thrivent in July 2018 and has 2 years of experience in the industry. She has passed both the Securities Industry Essentials Examination and the Operations Professional Examination. Shanta's firm manages approximately $14.8 billion in assets under management.
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
07/07/2018 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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