Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Valen is a financial advisor at Thrivent Investment Management Inc. He has been in the industry since 1984 and is registered to provide financial advice in Iowa, Minnesota, and South Dakota. Timothy holds the Series 6, 7, 22, 24, 63 and 66 licenses. He is also a Certified Financial Planner. Timothy provides financial planning and portfolio management services to individuals and businesses. He is a member of the endowment committee for Good Earth Village and a board member for Samaritan Bethany Foundation. Timothy is dedicated to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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
MN
11/18/2013 - Present
Thrivent Investment Management Inc. (Rochester MN)
MN
07/27/1984 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 07/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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