Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Schaffer is a financial professional with over 20 years of experience in the financial services industry. Theresa currently holds an active registration with Thrivent Investment Management Inc. and serves clients in South Dakota, Minnesota, North Dakota, Wisconsin and Alaska. Theresa has a long history of working with clients in South Dakota, having previously held positions with VARIABLE INVESTMENT ADVISORS, INC., CETERA INVESTMENT SERVICES LLC, and Thrivent Investment Management Inc. Theresa has held a wide range of roles in the financial services industry and has a proven track record of success in providing financial advice and guidance to her clients.
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.
1
2
SD
07/02/2020 - Present
Thrivent Investment Management Inc. (Mound City SD)
SD
05/26/2015 - 06/26/2017
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
SD
10/31/2011 - 07/11/2013
CETERA INVESTMENT SERVICES LLC (ABERDEEN SD)
SD
02/05/2007 - 11/01/2011
THRIVENT INVESTMENT MANAGEMENT INC. (WATERTOWN SD)
MN
08/24/1998 - 10/26/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 05/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Schaffer is the right advisor for you? Invested Better is here to help.
