Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Buchheit is a financial professional with over 3 years of experience in the financial services industry. Susan is currently registered with Thrivent Investment Management Inc. and has a Series 6 and SIE license. Susan has experience working with individuals, high-net-worth individuals, churches, and non-profit sharing retirement accounts.
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
10/20/2020 - Present
Thrivent Investment Management Inc. (APPLETON WI)
NE
04/20/2017 - 06/17/2020
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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