linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephanie Nicole Bueno

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephanie? Claim Your Profile

About Stephanie Nicole Bueno

Stephanie Nicole Bueno is an investment advisor representative with Thrivent Investment Management Inc. Stephanie has been in the financial industry since December 2013. Stephanie has a Series 7, Series 66, and SIE licenses. Stephanie has prior experience with George Andrews, James Loken, HDSA, and Thrivent Financial. Stephanie specializes in portfolio management for individuals and financial planning. Stephanie is registered with the state of California. Stephanie's office is located in Lancaster, CA. Stephanie's firm, Thrivent Investment Management Inc., is headquartered in Minneapolis, Minnesota, and has been in business since 1910. Thrivent Investment Management Inc. is a registered investment advisor with the Securities and Exchange Commission. Thrivent Investment Management Inc. manages assets for individuals, corporations, and other entities.

Firm Information

Stephanie Bueno 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephanie Bueno’s Registration & Firm History

CA

11/13/2023 - Present

Thrivent Investment Management Inc. (Lancaster CA)

CA

04/20/2018 - 01/15/2021

THRIVENT INVESTMENT MANAGEMENT INC. (Lancaster CA)

Not sure if Stephanie Nicole Bueno is right for you?

Licenses & Designations

BOTH

Issued 11/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Nicole Bueno.
Not sure if Stephanie Nicole Bueno is right for you?