Stephanie Roelfsema (CRD# 7100593) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valley City, ND and has over 4 years of experience in the finance industry.
CRD# 2446719
Cetera Investment Advisers LLC
CRD# 2739534
Thrivent Investment Management Inc.
CRD# 3278408
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2019 - Current | 4 |
| Thrivent Investment Management Inc. | Valley City, ND | May 2019 - Current | 4 |
| Thrivent Financial | Appleton, WI | Aug 2019 - Oct 2019 | < 1 |
| Valley City State University | Valley City, ND | Jul 2007 - Jul 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- DC
- ND
- TX
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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
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, WY
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