Advisor at Thrivent Investment Management
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Location
Rocksprings, TX
Credentials
Series 63, Series 65
Industry experience
37 years
Ray Weiss is a financial advisor with Thrivent Investment Management in Rocksprings, TX, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Thrivent and its affiliated firm since 2002. Outside of his advisory role, Weiss serves on the boards of the Washington County Fair Association, the Baylor Scott & White Foundation in Brenham, and the Hospice Brazos Valley Foundation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority, and offers an option to combine planning with managed-account services through a consolidated billing program called WealthPlan.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Rocksprings, TX
Oklahoma · Texas
Thrivent Financial for Lutherans
2002 - Present (24 years)
Thrivent Investment Management Inc
2002 - Present (24 years)
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