Alissa Oskey (CRD# 5912988) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 13 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Appleton, WI | Nov 2017 - Current | 6 |
| Thrivent Financial | Appleton, WI | Nov 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- WI
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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