Joel Rietveld (CRD# 4564187) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Carmel, IN and has over 21 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Investment Management Inc. | Indianapolis, IN | Mar 2018 - Current | 6 |
Thrivent Financial | Appleton, WI | Mar 2018 - Current | 6 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2016 - Jan 2018 | 1 |
Northwestern Mutual Investment Services LLC | Indianapolis, IN | Jul 2016 - Jan 2018 | 1 |
Mark Wise | Indianapolis, IN | Jul 2016 - Jan 2018 | 1 |
Bok Financial | Milwaukee, WI | May 2013 - Jun 2016 | 3 |
Bosc, Inc. | Milwaukee, WI | May 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2002 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- IN
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Total Assets Under Management14,814MILLIONS
-
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
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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