Brett LantzCRD Number: 6094307
Current Firm: Thrivent Investment Management Inc.
Brett Lantz (CRD# 6094307) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Puyallup, WA and has over 5 years of experience in the finance industry.
Investor Resources Inc.
Wells Fargo Advisors Financial Network, LLC
Bright Road Wealth Management, LLC
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2013 - Current||5|
|Thrivent Investment Management Inc.||Puyallup, WA||Aug 2012 - Current||5|
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2012 - Jan 2013||< 1|
|Rushforth Construction Co Inc.||Tacoma, WA||Jun 2011 - Jul 2012||1|
|Northwest Construction Co Inc.||Bellevue, WA||Jun 2008 - Jun 2011||3|
|Tucci And Sons Inc.||Tacoma, WA||Feb 2001 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
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
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