Unclaimed
Timothy Gerler is a financial advisor who has been in the industry since August 2006. Timothy Gerler is a registered representative with Thrivent Investment Management Inc. and holds the Series 66, SIE, and Series 7 securities licenses. Timothy Gerler has been a registered representative in Missouri since September 2006, Oklahoma since August 2018, and Texas since January 2013. Timothy Gerler is also an Investment Advisor Representative in Missouri, Oklahoma, and Texas. Timothy Gerler is affiliated with Thrivent Investment Management Inc. which has its main office located in Minneapolis, Minnesota.
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
MO
01/14/2013 - Present
Thrivent Investment Management Inc. (St Charles MO)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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