Samuel Broback (CRD# 6945067) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Bloomington, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, Llc D/b/a Cedar Cove Wealth Planning | Appleton, WI | Aug 2020 - Current | 3 |
| Thrivent Advisor Network | Bloomington, MN | Oct 2019 - Aug 2023 | 3 |
| Thrivent Financial | Golden Valley, MN | Jun 2018 - Oct 2019 | 1 |
| Sunnyside Presbyterian Church | South Bend, IN | Dec 2017 - May 2018 | < 1 |
| University Of Notre Dame | South Bend, IN | Jul 2017 - Nov 2017 | < 1 |
| Mankato Rehabilitation Center Inc. | Lakeville, MN | Jun 2017 - Aug 2017 | < 1 |
| Saint John's School Of Theology | Collegeville, MN | Dec 2016 - May 2017 | < 1 |
| Saint John's It Services | Collegeville, MN | Aug 2013 - Dec 2016 | 3 |
| Saint John's University | Collegeville, MN | May 2016 - Aug 2016 | < 1 |
| Boz Bostrom | Collegeville, MN | May 2016 - Aug 2016 | < 1 |
| Saint John's University | Collegeville, MN | Jun 2016 - Jun 2016 | < 1 |
| Saint Cloud North Junior High | St. Cloud, MN | Aug 2014 - Oct 2015 | 1 |
| Apple Valley Family Aquatic Center | Apple Valley, MN | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- DC
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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