Shelby Budzeak (CRD# 7724548) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chesterfield, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 3151669
Esi Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2024 - Current | < 1 |
| Thrivent Investment Management Inc. | Chesterfield, MI | May 2023 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Jul 2023 - Apr 2024 | < 1 |
| Healthquest Physical Therapy | New Baltimore, MI | Dec 2020 - May 2023 | 2 |
| Meeting Coordinators Inc. | Troy, MI | Apr 2018 - Dec 2020 | 2 |
| Western Michigan University | Kalamazoo, MI | May 2017 - Dec 2020 | 3 |
| Barton Malow Holdings | Southfield, MI | Jun 2020 - Aug 2020 | < 1 |
| Lutheran High School North | Macomb, MI | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MI
-
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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