Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Dungee is a registered representative of Thrivent Investment Management Inc. Zachary is also licensed as an investment advisor representative in Illinois. Zachary has been in the securities industry for over 6 years, working previously with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Zachary obtained the Series 66 license, which is the Uniform Combined State Law Examination, in November 2017. Zachary's focus is financial planning and portfolio management for individuals. Zachary has experience working with churches, non-profit organizations, high net worth individuals, corporations, and individuals other than high-net-worth clients.
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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MN
02/19/2025 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
Active
Inactive
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