Unclaimed
Troy Oehler is a registered representative with Thrivent Investment Management Inc. based in Worthington, Ohio. Troy is a registered representative in Ohio, Pennsylvania, and Virginia. Troy has been in the financial services industry since September 2022. Troy specializes in financial planning and portfolio management for individuals.
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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2
OH
09/16/2022 - Present
Thrivent Investment Management Inc. (WORTHINGTON OH)
BC
Issued 10/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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