Shaun ClasbyCRD Number: 1342955
Current Firm: Thrivent Investment Management Inc.
Shaun Clasby (CRD# 1342955) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Silver Spring, MD and has over 28 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Aug 2013 - Current||3|
|Thrivent Investment Management Inc.||Odenton, MD||May 2013 - Current||4|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2013 - Aug 2013||< 1|
|Woodbury Financial Services||Woodbury, MN||Jan 1999 - May 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
|S65||NASAA Investment Advisors Law Examination||May 2006|
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