Moriah Fagen (CRD# 7745929) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | May 2024 - Current | < 1 |
Thrivent Investment Management Inc. | Eau Claire, WI | Jun 2023 - Current | < 1 |
Thrivent Financial | Appleton, WI | Nov 2023 - May 2024 | < 1 |
Harvestime Church | Eau Claire, WI | Feb 2018 - Sep 2023 | 5 |
Kindercare | Eau Claire, WI | Nov 2018 - May 2019 | < 1 |
Red Robin | Eau Claire, WI | Jun 2016 - Mar 2018 | 1 |
University Of Wisconsin - Eau Claire | Eau Claire, WI | Aug 2013 - Dec 2017 | 4 |
University Of Wisconsin - Eau Claire | Eau Claire, WI | Sep 2015 - Apr 2016 | < 1 |
University Of Wisconsin - Eau Claire | Eau Claire, WI | Sep 2015 - Apr 2016 | < 1 |
Forward Services Corporation Upward Bound | Eau Claire, WI | Jun 2015 - Jul 2015 | < 1 |
University Of Wisconsin - Eau Claire | Eau Claire, WI | Jan 2015 - May 2015 | < 1 |
University Of Wisconsin - Eau Claire | Eau Claire, WI | Sep 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- WI
-
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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