Theresa Wenske (CRD# 5532623) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Columbus, NE and has over 15 years of experience in the finance industry.
CRD# 5187851
Ameritas Advisory Services, LLC
CRD# 2436242
Lpl Financial LLC
CRD# 6461885
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Mar 2020 - Current | 4 |
Thrivent Investment Management Inc. | Columbus, NE | Jan 2020 - Current | 4 |
Thrivent Financial | Appleton, WI | Jan 2020 - Mar 2020 | < 1 |
Raymond James Financial Services, Inc. | Columbus, NE | Apr 2016 - Dec 2019 | 3 |
Raymond James Financial Services Advisors Inc. | Columbus, NE | Apr 2016 - Dec 2019 | 3 |
First National Bank | Columbus, NE | Mar 2016 - Dec 2019 | 3 |
State Farm/michael Brittenham | Columbus, NE | Mar 2015 - Mar 2016 | 1 |
Lpl Financial | Columbus, NE | Jun 2014 - Feb 2015 | < 1 |
Fidelity Investments | Omaha, NE | Nov 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2008 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- NE
- 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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