Ian Cole (CRD# 6376490) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mount Clemens, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Aug 2022 - Current | 1 |
| Thrivent Investment Management Inc. | Mount Clemens, MI | Dec 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Apr 2022 - Aug 2022 | < 1 |
| Trevco, Inc. | Madison Heights, MI | Jul 2018 - Feb 2022 | 3 |
| Shinola Detroit | Detroit, MI | Oct 2014 - Jul 2018 | 3 |
| Soplat Media | Ferndale, MI | Oct 2013 - Oct 2014 | 1 |
| Diversified Machine | Wixom, MI | Aug 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MI
-
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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