Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Birr is a financial professional with over 20 years of experience in the industry. Thomas has been associated with Thrivent Investment Management Inc. since 2003. Thomas specializes in providing financial planning and portfolio management services for individuals. Prior to joining Thrivent, Thomas was affiliated with American General Securities Incorporated and Franklin Financial Services Corporation. Thomas has demonstrated expertise in various areas by successfully passing multiple industry exams, including the Series 6, 7, 24, 63 and SIE exams. Thomas is registered to provide investment advice in Florida, Minnesota, New Jersey, Texas and Wisconsin.
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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WI
06/20/2003 - Present
Thrivent Investment Management Inc. (APPLETON WI)
AZ
10/01/2002 - 06/10/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
06/26/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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