Grace RossmanCRD Number: 2005735
Current Firm: Thrivent Investment Management Inc.
Grace Rossman (CRD# 2005735) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sturgeon Bay, WI and has over 28 years of experience in the finance industry.
Associated Investment Services, Inc.
Lpl Financial LLC
Sugar Maple Asset Management, LLC
|Thrivent Investment Management Inc.||Sturgeon Bay, WI||Jul 2002 - Current||15|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2002 - Current||15|
|Thrivent Financial Bank||Sturgeon Bay, WI||Jul 2002 - Dec 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
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