Charis Meyer, financial advisor Muskego WI
93 score

Charis Meyer

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Michael Meyer Appleton, WI Aug 2014 - Current 2
Thrivent Investment Management Inc. Muskego, WI Feb 2011 - Current 5
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
Contact Info for Charis A. Meyer
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
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
93
Clean Record
This advisor has a clean track record with regulators.

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