Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susie? Claim Your ProfileSusie Anastasia Leifheit is a financial advisor with Thrivent Investment Management Inc. Susie has been in the financial services industry since December 13, 2017. She holds a Series 63 and 66 licenses. Susie offers financial planning and portfolio management services to individuals. Thrivent Investment Management Inc. is a financial services firm with over 14 trillion dollars in assets under management.
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
WA
04/17/2018 - Present
Thrivent Investment Management Inc. (LIBERTY LAKE WA)
BOTH
Issued 04/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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