Richard RubeoCRD Number: 4540021
Current Firm: Thrivent Investment Management Inc.
Richard Rubeo (CRD# 4540021) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shawnee Mission, KS and has over 15 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2002 - Current||15|
|Thrivent Investment Management Inc.||Overland Park, KS||Jul 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
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