Stephen Hoerig (CRD# 7831077) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Warren, OH and has 1 year of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 8256
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Dec 2023 - Current | < 1 |
Thrivent Invesetment Management Inc. | Warren, OH | Nov 2023 - Current | < 1 |
Amba | Austin, TX | Jul 2023 - Nov 2023 | < 1 |
Youngstown State University | Youngstown, OH | Sep 2018 - May 2023 | 4 |
Kufleitner Automotive Group | Boardman, OH | Apr 2021 - Dec 2021 | < 1 |
Eagle Eye Detailing | Warren, OH | Jan 2017 - Mar 2021 | 4 |
Sims Buick Gmc | Warren, OH | Jun 2016 - Dec 2019 | 3 |
4 Seasons | Cortland, OH | Feb 2015 - Jun 2016 | 1 |
Autobell | Mooresville, NC | Apr 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- OH
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Total Assets Under Management14,814MILLIONS
-
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
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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