Cory Werlinger, financial advisor Glencoe MN

Cory Werlinger

CRD Number: 5374214
Current Firm: Thrivent Investment Management Inc.

Cory Werlinger (CRD# 5374214) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glencoe, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Jun 2019 - Current 4
Thrivent Investment Management Inc. Glencoe, MN May 2019 - Current 4
Pradeep Sukhani Bloomington, MN Jan 2019 - May 2019 < 1
Waddell & Reed Bloomington, MN Mar 2018 - May 2019 1
Ameriprise Financial Services Inc. Minneapolis, MN Jun 2009 - Mar 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Nov 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Cory Werlinger
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    14,814
    MILLIONS
  • Total Number of Accounts
    42,439
    ACCOUNTS
  • Average Account Value
    $349,060
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, WY

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