Unclaimed
Steven Clasen is a financial professional with over 18 years of experience in the industry. Steven is a registered representative with Thrivent Investment Management Inc. and is licensed to provide investment advice in several states, including Arizona, Florida, Michigan, Minnesota, South Dakota, and Wisconsin. Steven has a strong track record of providing financial guidance to individuals and families.
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
02/10/2005 - Present
Thrivent Investment Management Inc. (CEDARBURG WI)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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