Michelle Lessmann (CRD# 4798191) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Dakota Dunes, SD and has over 19 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Aug 2022 - Current | 1 |
| Thrivent Investment Management Inc. | Dakota Dunes, SD | Mar 2020 - Current | 4 |
| Bill Erck - Thrivent Financial | Sioux City, IA | Feb 2021 - Aug 2022 | 1 |
| Keith Bales - Thrivent Financial | Sioux City, IA | Mar 2020 - Feb 2021 | < 1 |
| Hobby Lobby | Sioux City, IA | Jan 2019 - Mar 2020 | 1 |
| Sioux City Public Schools Foundation | Sioux City, IA | Apr 2018 - Dec 2018 | < 1 |
| Thrivent Financial | Appleton, WI | Mar 2017 - Apr 2018 | 1 |
| Thrivent Investment Management Inc. | Sioux City, IA | Nov 2016 - Apr 2018 | 1 |
| Thrivent Financial | Appleton, WI | Jan 2017 - Mar 2017 | < 1 |
| Keith Bales Wealth Advisor Office | Sioux City, IA | Dec 2015 - Jan 2017 | 1 |
| Redeemer Lutheran Church | Sioux City, IA | Sep 2013 - Dec 2015 | 2 |
| Mary Kay Beauty Consultant | Sioux City, IA | Apr 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- SD
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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
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