Valerie Michels, financial advisor Copley OH
90 score

Valerie Michels

CRD Number: 1896470
Current Firm: Thrivent Investment Management Inc.

Valerie Michels (CRD# 1896470) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Copley, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Oct 2011 - Current 5
Thrivent Investment Management Inc. Copley, OH Jun 2011 - Current 5
Unemployed Alpharetta, GA Apr 2005 - Jun 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Valerie A. Michels
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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