Joseph WollersheimCRD Number: 5916426
Current Firm: Thrivent Investment Management Inc.
Joseph Wollersheim (CRD# 5916426) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Thrivent Investment Management Inc.||Scottsdale, AZ||Jan 2012 - Current||5|
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2012 - Current||5|
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 2011 - Jan 2012||< 1|
|Unemployed||Phoenix, AZ||Jul 2010 - May 2011||< 1|
|U.s. Peace Corps, U.s. Goverment||Bamako,||Jul 2008 - Jul 2010||2|
|Extended Travel||Sioux City, IA||Aug 2007 - Jun 2008||< 1|
|U.s. Congress - Congresswoman Musgrave||Washington, DC||Jul 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
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