Alissa Oskey, financial advisor Appleton WI
93 score

Alissa Oskey

CRD Number: 5912988
Current Firm: Thrivent Investment Management Inc.

Alissa Oskey (CRD# 5912988) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 7 years of experience in the finance industry.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Appleton WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Score
106
Similar Advisors
C. Peter Kerntke, financial advisor Appleton WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
Similar Advisors
Prateek Mehrotra, financial advisor Appleton WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
Company Name Location Dates Years
Thrivent Investment Management Inc. Appleton, WI Nov 2017 - Current < 1
Thrivent Financial Appleton, WI Nov 2017 - Current < 1
Zza Odessey Pizza Appleton, WI Aug 2017 - Nov 2017 < 1
Ali's Alterations Black Creek, WI Mar 2017 - Nov 2017 < 1
Sii Investments Appleton, WI Aug 2014 - Nov 2017 3
Milwaukee Burger Company Appleton, WI Sep 2016 - Dec 2016 < 1
Holiday Inn Appleton, WI Dec 2015 - Jul 2016 < 1
Davids Bridal Green Bay, WI Apr 2014 - Aug 2014 < 1
Plan Administrators, Inc. Green Bay, WI May 2006 - Aug 2014 8
Cabela's Green Bay, WI Aug 2013 - Jan 2014 < 1
K-mart Green Bay, WI Nov 2009 - Mar 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Alissa R. Oskey
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,706
    MILLIONS
  • Total Number of Accounts
    36,854
    ACCOUNTS
  • Average Account Value
    $236,236
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Alissa Oskey and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.