Joel Eggerding (CRD# 6772296) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bloomingdale, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Sep 2017 - Current | 6 |
| Thrivent Investment Management Inc. | Bloomingdale, IL | May 2017 - Current | 6 |
| Thrivent Financial | Appleton, WI | May 2017 - Sep 2017 | < 1 |
| Coach Your Money | Roselle, IL | May 2012 - May 2017 | 5 |
| Life Spring Network | Itasca, IL | Aug 2014 - Mar 2017 | 2 |
| New World Funding | Westmont, IL | Jan 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- IL
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
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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