Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Schenk is a financial advisor in Minneapolis, Minnesota with over 20 years of experience in the financial services industry. Susan is a registered representative with Thrivent Investment Management Inc. Susan is also registered as an investment advisor representative. Susan has a wide range of experience with different firms including Ameriprise Financial Services, Inc., IDS Life Insurance Company, RBC Capital Markets, LLC, U.S. BANCORP INVESTMENTS, INC., and Wealth Enhancement Brokerage Services, LLC.
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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MN
12/14/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
05/11/2020 - 06/05/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/25/2018 - 04/26/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
04/03/2014 - 11/07/2016
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
04/29/2013 - 12/24/2013
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
04/24/2013 - 12/23/2013
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
08/28/2012 - 02/11/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/28/2012 - 02/11/2013
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
WI
12/10/2007 - 07/03/2012
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
MI
11/28/2006 - 06/14/2007
RESIDENTIAL FUNDING SECURITIES, L.L.C. (DETROIT MI)
MN
12/06/2005 - 10/26/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
08/13/2003 - 06/22/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/2003 - 06/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/24/2000 - 10/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/2000 - 10/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/20/1998 - 03/01/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1998 - 03/01/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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