Preston Biermann, financial advisor Loveland CO
88 score

Preston Biermann

CRD Number: 6393717
Current Firm: Thrivent Investment Management Inc.

Preston Biermann (CRD# 6393717) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Loveland, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Feb 2015 - Current 1
Thrivent Investment Management Inc. Loveland, CO Sep 2014 - Current 2
Thrivent Financial Appleton, WI Dec 2014 - Feb 2015 < 1
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Sa Technology Loveland, CO Jan 2008 - Mar 2013 5
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Jansma Brothers Excavating Loveland, CO May 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Preston A. Biermann
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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