Unclaimed
Timothy Jon Urness is a financial advisor with Thrivent Investment Management Inc., located in Alexandria, MN. Timothy has been a financial advisor for over 10 years and has experience working with individuals, corporations, and non-profit organizations. Timothy specializes in financial planning, portfolio management, and retirement planning. Timothy has a strong commitment to providing personalized financial advice that helps 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.
1
2
MN
12/04/2017 - Present
Thrivent Investment Management Inc. (ALEXANDRIA MN)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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