Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Sue Goerke is a financial advisor at Thrivent Investment Management Inc., located in Adams, WI. Wendy has been in the financial services industry since December 13, 2017. Wendy is registered with the state of Wisconsin and has passed the Series 66, Series 7 and SIE exams. Wendy specializes in financial planning and portfolio management for individuals. Wendy is also a board member of the Big Flats Planning Commission.
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
WI
01/02/2018 - Present
Thrivent Investment Management Inc. (Adams WI)
BOTH
Issued 12/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wendy Goerke is the right advisor for you? Invested Better is here to help.
