![Drew Wilson, financial advisor Davenport IA](/img/ws/profile-blank-sq.png)
Drew Wilson (CRD# 6584972) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Davenport, IA and has 1 year of experience in the finance industry.
![Joseph Adam, financial advisor Davenport IA](/img/ws/profile-blank-sq.png)
CRD# 5419183
Ameriprise Financial Services, LLC
![Bryan Adamson, financial advisor Davenport IA](/img/ws/profile-blank-sq.png)
CRD# 4397919
Ubs Financial Services Inc.
![Shawn Agan, financial advisor Davenport IA](/img/ws/profile-blank-sq.png)
CRD# 4230601
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Dec 2023 - Current | < 1 |
Thrivent Investment Management Inc. | Davenport, IA | Aug 2023 - Current | < 1 |
Thrivent Financial | Appleton, WI | Aug 2023 - Dec 2023 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2022 - Jun 2023 | < 1 |
Dw Insurance Company, Inc. | Bettendorf, IA | Jul 2022 - Jun 2023 | < 1 |
Cambridge Investment Research Inc. | Fairfield, IA | Jul 2022 - Jun 2023 | < 1 |
Gas Appliance Service LLC | St. Louis, MO | Mar 2020 - Jul 2022 | 2 |
Self-employed | Moline, IL | Oct 2014 - Dec 2020 | 6 |
Powell Financial Group | Bettendorf, IA | Mar 2015 - Oct 2020 | 5 |
Rock Island School District | Rock Island, IL | Aug 2017 - May 2019 | 1 |
Rock Island County Orca Swim Club | Rock Island, IL | Apr 2016 - Feb 2019 | 2 |
Arthur Murray Dance Studio | Davenport, IA | Oct 2009 - Oct 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- IA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
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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