Chad AabergCRD Number: 4618120
Current Firm: Thrivent Advisor Network, LLC
Chad Aaberg (CRD# 4618120) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Denver, CO and has over 18 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Meridian Wealth Management LLC
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Sep 2020 - Current||1|
|Thrivent Advisor Network, LLC||Denver, CO||Aug 2020 - Current||1|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2003 - Aug 2020||17|
|Thrivent Investment Management Inc.||Denver, CO||Jun 2003 - Aug 2020||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management5,294MILLIONS
Total Number of Accounts21,686ACCOUNTS
Average Account Value$244,132
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MT, NE, NY, OH, OR, PA, SD, TX, VA, WA, WI
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