Unclaimed
Timothy Veldstra is an investment advisor representative with Thrivent Investment Management Inc., with over 20 years of experience in the financial industry. Timothy has an active registration in Oklahoma and Texas, and holds various licenses including Series 7, Series 31, Series 66, and the Securities Industry Essentials Examination. Timothy has previously worked with Lincoln Investment Planning, Inc. and Morgan Stanley DW Inc. Timothy's expertise includes financial planning and portfolio management for individuals.
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
OK
09/23/2016 - Present
Thrivent Investment Management Inc. (TULSA OK)
PA
03/16/2004 - 07/02/2004
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
07/25/2001 - 12/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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