Joan Stoller, financial advisor Falls City NE
93 score

Joan Stoller

CRD Number: 5295462
Current Firm: Thrivent Investment Management Inc.

Joan Stoller (CRD# 5295462) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Falls City, NE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Steven Stoller Appleton, WI Apr 2013 - Current 3
Thrivent Investment Management Inc. Omaha, NE Oct 2007 - Current 9
Thrivent Financial For Lutherans Appleton, WI Dec 2007 - Apr 2013 5
Thrivent Financial For Lutherans Appleton, WI Feb 2007 - Dec 2007 < 1
Steve Stoller Omaha, NE Jan 2007 - Dec 2007 < 1
Beauticontrol Omaha, NE Aug 2006 - Aug 2007 1
Shannon Barnhart Dance St Omaha, NE Sep 2005 - Aug 2007 1
All Makes Office Equipment Omaha, NE Oct 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Joan R. Stoller
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NE
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
93
Clean Record
This advisor has a clean track record with regulators.

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