Joseph Weise (CRD# 7309061) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ely, MN and has over 3 years of experience in the finance industry.
CRD# 5227872
Osaic Wealth, Inc.
CRD# 2974905
Lpl Financial LLC
CRD# 1689223
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2021 - Current | 3 |
| Thrivent Investment Management Inc. | Ely, MN | Dec 2020 - Current | 3 |
| Thrivent Financial | Appleton, WI | Dec 2020 - Apr 2021 | < 1 |
| Usa Forest Services | Ely, MN | Apr 2018 - Oct 2020 | 2 |
| Twin Cities Ymca | Ely, MN | Aug 2008 - Apr 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- MN
-
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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