Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sommer? Claim Your ProfileSommer Lockhart is a financial advisor at Thrivent Investment Management Inc., with over 3 years of experience in the industry. Sommer holds Series 7TO, SIE and Series 66 licenses. Sommer is registered to provide advisory services in Arizona, California, Iowa, Minnesota and North Dakota. Sommer has a strong background in financial services, having worked for a number of firms in the past, including SCHEELS Corporate Marketing, Fargo Youth Hockey and Thrivent Financial. Sommer is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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
ND
01/05/2023 - Present
Thrivent Investment Management Inc. (Fargo ND)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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