Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Thomas Gerler is a financial advisor with Thrivent Investment Management Inc. Zachary has been working in the financial services industry since 2015 and is registered in 10 states. Zachary is a Series 7, SIE and Series 66 licensed professional and provides financial planning and portfolio management for individuals. Thrivent Investment Management Inc. is headquartered in Minneapolis, MN and has over 2800 licensed agents, over 2600 investment advisor representatives, and over 3600 registered representatives. The firm has $14.8 trillion in regulatory assets under management.
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
MO
06/12/2021 - Present
Thrivent Investment Management Inc. (St Charles MO)
BOTH
Issued 03/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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