Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Rose is an investment advisor representative at Thrivent Investment Management Inc. Travis is registered with the state of Wisconsin and has been in the industry for over 11 years. He holds a Series 7, 63, and 65 license and a SIE designation. Travis specializes in working with individuals and families. He is also a board member of several non-profit organizations, including the Wittenberg Economic Development Corporation, the Lighthouse Pentecostal Church, and the Mercy Nepal Children's Home. He is a dedicated advisor who is committed to helping his 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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WI
08/30/2017 - Present
Thrivent Investment Management Inc. (ANTIGO WI)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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