Unclaimed
Steven Tix is an Investment Advisor Representative, registered with the state of Minnesota. Steven has been active in the financial services industry since 2021. Steven is currently employed with Thrivent Investment Management Inc. and is located in Vadnais Heights, Minnesota. Steven holds Series 63, Series 65, Series 7TO, Series 6TO and SIE licenses. Steven provides financial planning and portfolio management services to individuals and businesses.
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
MN
08/26/2024 - Present
Thrivent Investment Management Inc. (Vadnais Heights MN)
IA
Issued 08/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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