Haley Fuhrmann (CRD# 7574273) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Germantown, WI and has 1 year of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Mar 2023 - Current | 1 |
Thrivent Investment Management Inc. | Germantown, WI | Sep 2022 - Current | 1 |
Rsm Us LLP | Minneapolis, MN | Oct 2019 - Oct 2022 | 3 |
Edina Country Club | Edina, MN | Sep 2018 - Sep 2019 | 1 |
University Of St. Thomas Business Office | St. Paul, MN | May 2017 - May 2019 | 2 |
Rsm Us LLP | Minneapolis, MN | Jun 2018 - Aug 2018 | < 1 |
Unemployed/ Full Time Student | St. Paul, MN | Sep 2015 - May 2017 | 1 |
Gingerrootz | Appleton, WI | May 2015 - Sep 2015 | < 1 |
Unemployed/ Full Time Student | Appleton, WI | Sep 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- 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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