Paul MathesonCRD Number: 3059730
Current Firm: Thrivent Investment Management Inc.
Paul Matheson (CRD# 3059730) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Muskego, WI and has over 19 years of experience in the finance industry.
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|Thrivent Financial For Lutherans||Appleton, WI||Apr 2005 - Current||13|
|Thrivent Investment Management Inc.||Muskego, WI||Feb 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
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