Shawn Weiss (CRD# 6781392) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Brenham, TX and has over 5 years of experience in the finance industry.
CRD# 3247586
Thrivent Investment Management Inc.
CRD# 5678549
M.c. Byrd Wealth Management, LLC
CRD# 1662905
M.c. Byrd Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jun 2018 - Current | 5 |
| Thrivent Investment Management Inc. | Brenham, TX | Aug 2017 - Current | 6 |
| Thrivent Financial - Ray Weiss | Brenham, TX | May 2017 - Jun 2018 | 1 |
| Texas A&m | College Station, TX | Aug 2016 - May 2017 | < 1 |
| Brazos Valley Feeders | Washington, TX | Apr 2016 - Aug 2016 | < 1 |
| Blinn Junior College | Brenham, TX | Aug 2015 - May 2016 | < 1 |
| Cattleman's Brenham Livestock Auction | Brenham, TX | May 2015 - Aug 2015 | < 1 |
| Brenham High School | Brenham, TX | Aug 2014 - May 2015 | < 1 |
| L&r Cattle Company | Brenham, TX | May 2014 - Aug 2014 | < 1 |
| Brenham Isd | Brenham, TX | Aug 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- OK
- TX
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Total Assets Under Management14,814MILLIONS
-
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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