Brian HeippCRD Number: 5435571
Current Firm: Thrivent Investment Management Inc.
Brian Heipp (CRD# 5435571) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakeland, FL and has over 9 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Thrivent Investment Management Inc.||Lakeland, FL||Aug 2015 - Current||2|
|Thrivent Financial||Appleton, WI||Aug 2015 - Current||2|
|Midflorida Credit Union||Lakeland, FL||Jul 2014 - Aug 2015||1|
|Lpl Financial||Lakeland, FL||Jul 2014 - Aug 2015||1|
|Thrivent Investment Management Inc.||Lakeland, FL||Oct 2007 - Jul 2014||6|
|Thrivent Financial For Lutherans||Appleton, WI||Oct 2007 - Jul 2014||6|
|Unemployed||Lakeland, FL||May 2007 - Oct 2007||< 1|
|Fremont Investment & Loan||Tampa, FL||Dec 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- 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