Eileen Voigt (CRD# 6291179) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 9 years of experience in the finance industry.
CRD# 5809177
Woodbury Financial Services, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Aug 2022 - Current | 1 |
| Thrivent Investment Management Inc. | West Bend, WI | Jan 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Apr 2022 - Aug 2022 | < 1 |
| Milwaukee Rescue Mission | Milwaukee, WI | Oct 2020 - Feb 2022 | 1 |
| Wells Fargo Asset Management | Menomonee Falls, WI | Apr 2018 - Nov 2020 | 2 |
| Wells Fargo Funds Distributor | Menomonee Falls, WI | Jan 2014 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
- WI
-
Total Assets Under Management12,490MILLIONS
-
Total Number of Accounts40,990ACCOUNTS
-
Average Account Value$304,709
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.