Lisa Berg (CRD# 4441495) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glenwood, MN and has over 21 years of experience in the finance industry.
CRD# 4545605
Thrivent Investment Management Inc.
CRD# 5947923
Thrivent Investment Management Inc.
CRD# 4095285
Gwn Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Glenwood, MN | Mar 2019 - Current | 5 |
| Thrivent Financial | Appleton, WI | Mar 2019 - Current | 5 |
| Securities America, Inc. | Glenwood, MN | Jul 2015 - Mar 2019 | 3 |
| Securities America Advisors | Glenwood, MN | Jul 2015 - Mar 2019 | 3 |
| Eagle Bank Dba Eagle Financial Services | Glenwood, MN | May 2015 - Mar 2019 | 3 |
| Fintegra LLC | Glenwood, MN | May 2015 - Jul 2015 | < 1 |
| Unemployed | Glenwood, MN | Apr 2015 - May 2015 | < 1 |
| American Express Financial Advisors Inc. | Alexandria, MN | May 2001 - Mar 2015 | 13 |
| Ids Life Insurance Company | Alexandria, MN | May 2001 - Mar 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- MN
-
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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