Unclaimed
Todd Braaksma is a financial advisor who has been in the industry since 2010. Todd is a registered representative of Thrivent Investment Management Inc. and provides financial planning and portfolio management services to individuals. Todd previously worked at EDWARD JONES in Reedsburg, WI. Todd is licensed in Wisconsin and holds the Series 66, Series 7 and SIE exams.
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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WI
09/07/2010 - Present
Thrivent Investment Management Inc. (PORTAGE WI)
WI
07/20/2009 - 03/04/2010
EDWARD JONES (REEDSBURG WI)
BOTH
Issued 07/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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