Loren Voss (CRD# 7176530) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Helena, MT and has over 4 years of experience in the finance industry.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6176121
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Feb 2020 - Current | 4 |
| Thrivent Investment Management Inc. | Helena, MT | Sep 2019 - Current | 4 |
| Thrivent Financial | Appleton, WI | Nov 2019 - Feb 2020 | < 1 |
| Unemployed | Helena, MT | Jul 2019 - Aug 2019 | < 1 |
| Sofi | Helena, MT | Jun 2018 - Jul 2019 | 1 |
| Sri Internation | Helena, MT | Jun 1997 - Jun 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- MT
- TX
-
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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