Christy Robertson (CRD# 7029386) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lafayette, IN and has over 4 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Jul 2023 - Current | < 1 |
Thrivent Investment Management Inc. | Lafayette, IN | Jan 2023 - Current | 1 |
Thrivent Financial | Appleton, WI | Mar 2023 - Jul 2023 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2020 - Jan 2023 | 2 |
Northwestern Mutual Investment Services LLC | Lafayette, IN | Mar 2019 - Jan 2023 | 3 |
Northwestern Mutual | Lafayette, IN | Nov 2018 - Jan 2023 | 4 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2018 - Jan 2023 | 4 |
Unemployed | Lafayette, IN | Sep 2018 - Oct 2018 | < 1 |
Unemployed | Lafayette, IN | Sep 2018 - Oct 2018 | < 1 |
State Farm Insurance | Bloomington, IL | Jan 1996 - Sep 2018 | 22 |
State Farm Insurance | West Lafayette, IN | Apr 1996 - Aug 2018 | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2019 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- IN
- TX
-
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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