Wendy Goerke (CRD# 6797530) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adams, WI and has over 6 years of experience in the finance industry.
CRD# 5771498
Lpl Financial LLC
CRD# 4925267
Ameriprise Financial Services, LLC
CRD# 5672290
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Mar 2018 - Current | 6 |
| Thrivent Investment Management Inc. | Adams, WI | Aug 2017 - Current | 6 |
| Thrivent Financial | Appleto, WI | Aug 2017 - Mar 2018 | < 1 |
| Villa Pines Living Center | Friendship, WI | Nov 1998 - Jul 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- WI
-
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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