Unclaimed
Zachary Bargman is a financial advisor registered with Thrivent Investment Management Inc. Zachary is based in ROCKFORD, IL, and has been in the industry since 2023. Zachary holds Series 66, Series 7TO and SIE licenses. He is registered in Illinois, Iowa, Pennsylvania and Wisconsin. Zachary is a board member at Katie's Cup, a non-profit coffee house that serves the community.
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
01/23/2023 - Present
Thrivent Investment Management Inc. (ROCKFORD IL)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Zachary Bargman is the right advisor for you? Invested Better is here to help.