Joel Brieske (CRD# 4817999) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tomah, WI and has over 19 years of experience in the finance industry.
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
CRD# 5625965
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton, WI | Sep 2004 - Current | 19 |
| Thrivent Investment Management Inc. | Tomah, WI | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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