Lotem Sella (CRD# 6545948) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 8 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jordan Austin - Thrivent Financial | Loveland, CO | Oct 2020 - Current | 3 |
| Thrivent Investment Management Inc. | Windsor, CO | Mar 2018 - Current | 6 |
| Andrew Flanscha - Thrivent Financial | Loveland, CO | May 2018 - Oct 2020 | 2 |
| University Of Colorado Denver | Denver, CO | Aug 2017 - Dec 2017 | < 1 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Aug 2015 - Aug 2017 | 2 |
| Pensco Trust Company | Denver, CO | Jul 2014 - Aug 2015 | 1 |
| The Buff | Boulder, CO | Jun 2014 - Jul 2014 | < 1 |
| Turley's | Boulder, CO | Jun 2014 - Jul 2014 | < 1 |
| Carelli's Of Boulder | Boulder, CO | Aug 2013 - May 2014 | < 1 |
| University Of Colorado | Boulder, CO | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CO
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Total Assets Under Management14,814MILLIONS
-
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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