Ian ForemanCRD Number: 6071622
Current Firm: Thrivent Investment Management Inc.
Ian Foreman (CRD# 6071622) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ontario, CA and has over 4 years of experience in the finance industry.
Eclectic Associates, Inc.
Asset Planning, Inc.
Brian Carruthers & Associates
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2012 - Current||4|
|Thrivent Investment Management Inc.||Ontario, CA||Jul 2012 - Current||4|
|Thrivent Financial For Lutherans||Appleton, WI||Oct 2012 - Dec 2012||< 1|
|Self-employed||Corona, CA||May 2009 - Aug 2012||3|
|Pfinix Creative Group||Orange, CA||Oct 2010 - Apr 2012||1|
|Mastermind Production Group||Anaheim, CA||Jan 2009 - Nov 2011||2|
|Self-employed / Concordia University Irvine||Irvine, CA||May 2007 - May 2009||2|
|Concordia Univeresity Irvine||Irvine, CA||Aug 2006 - May 2007||< 1|
|Stuart Roofing Co||Ogden, UT||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- 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