CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
CRD# 4539689
Foster Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Black Mammoth LLC | West Des Moines, IA | Aug 2020 - Current | 3 |
Black Mammoth LLC | West Des Moines, IA | Jul 2020 - Current | 3 |
Centric Advisors, LLC | West Des Moines, IA | Jan 2020 - Oct 2020 | < 1 |
Majors And Mondragon, LLC | West Des Moines, IA | May 2017 - Dec 2019 | 2 |
Mwa Financial Services Inc. | Rock Island, IL | Aug 2012 - May 2017 | 4 |
Modern Woodmen Of America | Ankeny, IA | Mar 2011 - May 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2012 |
S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- IA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$107,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
IA
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