Francis Szarejko (CRD# 1507831) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kansas City, MO and has over 33 years of experience in the finance industry.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
CRD# 5595335
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2002 - Current | 21 |
| Thrivent Investment Management Inc. | Kansas City, MO | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- KS
- MO
-
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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