Scott Wilmes, financial advisor Valley City ND
88 score

Scott Wilmes

CRD Number: 6314197
Current Firm: Thrivent Investment Management Inc.

Scott Wilmes (CRD# 6314197) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valley City, ND and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Nov 2014 - Current 2
Thrivent Investment Management Inc. Valley City, ND May 2014 - Current 2
Thrivent Financial Appleton, WI Sep 2014 - Nov 2014 < 1
Valley City Public Schools Valley City, ND Aug 2005 - Aug 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Scott D. Wilmes
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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