Chase LapanCRD Number: 6270713
Current Firm: Thrivent Investment Management Inc.
Chase Lapan (CRD# 6270713) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Thrivent Financial||Appleton, WI||Jul 2017 - Current||< 1|
|Thrivent Investment Management Inc.||Minneapolis, MN||Jan 2014 - Current||4|
|Thrivent Financial||Appleton, WI||Jul 2014 - Jul 2017||3|
|Thrivent Financial||Appleton, WI||May 2014 - Jul 2014||< 1|
|Montgomery Orchard||Montgomery, MN||Sep 2013 - Jan 2014||< 1|
|Unemployed||Cannon Falls, MN||Aug 2013 - Sep 2013||< 1|
|Umd- Housing||Duluth, MN||May 2013 - Aug 2013||< 1|
|Umd||Duluth, MN||Sep 2012 - May 2013||< 1|
|Umd- Housing||Duluth, MN||Aug 2012 - May 2013||< 1|
|Umd- Psych Department||Duluth, MN||Jun 2012 - Dec 2012||< 1|
|Umd- Housing||Duluth, MN||May 2012 - Aug 2012||< 1|
|Umd||Duluth, MN||Sep 2011 - May 2012||< 1|
|Umd- Housing||Duluth, MN||Aug 2011 - May 2012||< 1|
|Unemployed||Cannon Falls, MN||May 2011 - Aug 2011||< 1|
|Umd||Duluth, MN||Sep 2010 - May 2011||< 1|
|Umd- Housing||Duluth, MN||Aug 2010 - May 2011||< 1|
|Unemployed||Cannon Falls, MN||May 2010 - Aug 2010||< 1|
|Umd- Housing||Duluth, MN||Feb 2010 - May 2010||< 1|
|Umd||Duluth, MN||Sep 2009 - May 2010||< 1|
|Vector Corp.||St. Paul, MN||Jun 2009 - Sep 2009||< 1|
|Cannon Falls Golf Club||Cannon Falls, MN||Apr 2009 - Jun 2009||< 1|
|Cannon Falls Secondary/inver Hills Cc||Cannon Falls/inver Grove Heights, MN||Jun 2008 - Jun 2009||1|
|Welch Village||Welch, MN||Nov 2008 - Mar 2009||< 1|
|Cannon Falls Golf Club||Cannon Falls, MN||Apr 2008 - Nov 2008||< 1|
|Cannon Falls Secondary/inver Hills||Cannon Falls, MN||Aug 2007 - Jun 2008||< 1|
|Welch Village||Welch, MN||Nov 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- 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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