Unclaimed
Timothy Lukasik is a financial advisor with Thrivent Investment Management Inc. Timothy has been in the financial industry for over 20 years, and has a proven track record of helping individuals and families reach their financial goals. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Timothy has a broad range of experience in financial planning, investment management, and retirement planning. Timothy is committed to providing personalized financial advice to help clients achieve 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
03/01/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
CA
11/05/2010 - 01/21/2022
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
MI
11/21/2006 - 11/04/2010
HARTFORD EQUITY SALES COMPANY INC. (FARMINGTON HILLS MI)
MI
07/10/2003 - 09/15/2006
PRUCO SECURITIES, LLC. (TROY MI)
BOTH
Issued 07/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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