Joan Bartz (CRD# 2344898) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glenwood City, WI and has over 30 years of experience in the finance industry.
CRD# 4897458
Edward Jones
CRD# 5142520
Edward Jones
CRD# 4838885
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Glenwood City, WI | Jul 2002 - Current | 21 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
- TX
- WI
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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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
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