Unclaimed
Theresa Wenske is a financial advisor at Thrivent Investment Management Inc. Theresa has been in the industry since 2008 and is registered with the state of Nebraska and Texas. Theresa is a registered representative and investment advisor representative with over 15 years of experience. Theresa has worked with several financial institutions including State Farm VP Management Corp., Raymond James Financial Services, Inc., and LPL Financial LLC. Theresa is dedicated to providing personalized financial advice and investment management services to individuals and families.
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
NE
03/23/2024 - Present
Thrivent Investment Management Inc. (COLUMBUS NE)
NE
04/06/2016 - 12/17/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS NE)
IL
04/16/2015 - 03/30/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NE
06/30/2014 - 02/25/2015
LPL FINANCIAL LLC (COLUMBUS NE)
NE
01/04/2011 - 07/16/2014
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
NE
06/13/2008 - 11/18/2010
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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