Holly Rosensteel (CRD# 7209146) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Gettysburg, PA and has over 2 years of experience in the finance industry.
CRD# 3250909
Founders Financial Securities, LLC
CRD# 4060914
Commonwealth Financial Network
CRD# 5522357
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, LLC | Gettysburg, PA | Jan 2020 - Current | 4 |
| Freeburn & Hamilton | Harrisburg, PA | Jun 2003 - Dec 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- PA
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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