Unclaimed
Wesley Beitler is a financial professional with over 2 years of experience in the financial services industry. Wesley is currently registered with Thrivent Investment Management Inc. in Illinois as an investment advisor representative. Wesley is also registered in Indiana and Tennessee for securities transactions.
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
IL
08/09/2024 - Present
Thrivent Investment Management Inc. (Geneva IL)
BOTH
Issued 08/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Wesley Beitler is the right advisor for you? Invested Better is here to help.