Brent Robinson (CRD# 3106278) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Minneapolis, MN and has over 25 years of experience in the finance industry. Brent Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Aug 2021 - Current | 2 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Oct 2020 - Current | 3 |
| David Hesse | Appleton, WI | Mar 2020 - Sep 2020 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2020 - Sep 2020 | < 1 |
| Unemployed | Menasha, WI | Dec 2019 - Feb 2020 | < 1 |
| Private Client Services LLC | Louisville, KY | Oct 2019 - Nov 2019 | < 1 |
| Aegis Financial | Oshkosh, WI | Sep 2019 - Nov 2019 | < 1 |
| Raymond James Financial Services Inc. | Oshkosh, WI | Sep 2019 - Oct 2019 | < 1 |
| Thrivent Investment Management Inc. | Madison, WI | Aug 2019 - Sep 2019 | < 1 |
| Thrivent Investment Management | Appleton, WI | Aug 1998 - Aug 2019 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- 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
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