Matthew Casper, financial advisor Wisconsin Rapids WI

Matthew Casper

CRD Number: 6386942
Current Firm: Thrivent Investment Management Inc.

Matthew Casper (CRD# 6386942) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wisconsin Rapids, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Jul 2015 - Current 6
Thrivent Investment Management Inc. Wisconsin Rapids, WI Oct 2014 - Current 7
Thrivent Financial Appleton, WI May 2015 - Jul 2015 < 1
Matthews Tire Center Wisconsin Rapids, WI Oct 2003 - May 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Matthew M. Casper
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    10,689
    MILLIONS
  • Total Number of Accounts
    30,308
    ACCOUNTS
  • Average Account Value
    $352,673
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, WY

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