Thrivent Investment Management Inc
Answer a few questions and
get matched with an advisor.
Learn more about Thrivent Investment Management Inc
Overview
Thrivent Investment Management Inc is located at 600 Portland Avenue South, Minneapolis, MN. The firm employs 2,509 financial advisors to manage client portfolios and provide financial guidance. Thrivent Investment Management Inc is a registered broker-dealer.
Thrivent Investment Management Inc oversees $14.8 billion in assets under management across 42,439 accounts, of which 16,440 are discretionary and 25,999 are non-discretionary. Over the past year, the firm has provided financial planning services to 22,000 clients. The services offered include financial planning services and portfolio management for individuals and small businesses. The firm caters to retail investors, high net worth investors, corporations, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees. The firm has 9,876 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and commodity pool advisor.
Thrivent Investment Management Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Thrivent Investment Management Inc by the Numbers
$14.8 billion
3,596
42,439
$349.1 thousand
Products and Services
Services offered by Thrivent Investment Management Inc include financial planning services and portfolio management for individuals and small businesses. In the last financial year, Thrivent Investment Management Inc provided 22000 of its clients with financial planning services. The Company is engaged in selling products or offering services different than investment advice to its customers.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on the type of financial services offered. Fees charged by Thrivent Investment Management Inc can include some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Thrivent Investment Management Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors, high net worth investors, corporations, and other. Out of its 4 clients, Thrivent Investment Management Inc's largest client type by number of accounts is retail investors, although it also caters to 9876 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 10.56%
- Other Individuals - 88.31%
- Corporations - 1.13%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Thrivent Investment Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Thrivent Investment Management Inc
Watertown, WI
Blue Springs, MO
Schenectady, NY
Waukesha, WI
Astoria, OR
Federal Way, WA
Schenectady, NY
Knoxville, TN
Appleton, WI
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.