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Sheri Lynn Bilger

Thrivent Investment Management Inc.

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About Sheri Lynn Bilger

Sheri Lynn Bilger is an investment advisor representative with Thrivent Investment Management Inc. Sheri has been in the industry since 2004 and holds several licenses and certifications, including Series 6, 7, 24, and 66. Sheri provides financial planning and portfolio management services to individuals, businesses, and churches. Sheri also works with non-profit sharing retirement accounts. Sheri is registered with the states of Minnesota, New York, North Dakota, and Wisconsin.

Firm Information

Sheri Bilger is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sheri Bilger’s Registration & Firm History

ND

04/23/2007 - Present

Thrivent Investment Management Inc. (Fargo ND)

MN

05/03/1996 - 08/18/1998

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheri Lynn Bilger.
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