Hai-san Chang (CRD# 4240986) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Hartford, CT and has over 21 years of experience in the finance industry.
CRD# 5623606
Citizens Securities, Inc.
CRD# 2941787
Lpl Financial LLC
CRD# 3178067
Belpointe Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton, WI | Jan 2013 - Current | 11 |
| Thrivent Investment Management Inc. | West Hartford, CT | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CT
-
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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