Charis MeyerCRD Number: 5888889
Current Firm: Thrivent Investment Management Inc.
Charis Meyer (CRD# 5888889) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Muskego, WI and has over 6 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Michael Meyer||Appleton, WI||Aug 2014 - Current||3|
|Thrivent Investment Management Inc.||Muskego, WI||Feb 2011 - Current||7|
|Thrivent Financial For Lutherans||Appleton, WI||May 2011 - Aug 2014||3|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2008 - Apr 2011||3|
|Gmr Marketing||New Berlin, WI||Mar 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- 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