Unclaimed
Tristan Chase Starkweather is a financial advisor who has been in the industry since 2021. Tristan is registered with Thrivent Investment Management Inc. and is licensed to provide financial advice in 51 states and the District of Columbia. Tristan specializes in providing financial planning and portfolio management services to individuals. Tristan's previous experience includes working with The Vanguard Group, Inc. and FedEx Supply Chain.
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
08/14/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
AZ
07/19/2021 - 07/22/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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