Mario
Savoie

Thrivent Investment Management Inc

CRD#5105575
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Mario Savoie is a financial advisor operating out of Scottsdale, Arizona. Savoie currently works for Thrivent Investment Management Inc. Throughout their career, they have worked at Mass Mutual, Mml Investor Services LLC, First Midwest Bank, Lpl Financial LLC, Fidelity Investments, Bmo Harris Financial Advisors, Thrivent Investment Management Inc, Thrivent Financial and Td Ameritrade. Savoie maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Arizona, Oklahoma and Texas. Thrivent Investment Management Inc is a business based out of Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 employees. It handles $13 billion in assets under management across its 40,990 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets. Thrivent Investment Management Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on which services the firm provides the client. Fee types billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14850 N Scottsdale Rd, Suite 395
Scottsdale, AZ 85254

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

AZ Average: $5,289,111,388
Total Number of Employees

3,548

AZ Average: 157
Total Number of Accounts

40,990

AZ Average: 8,262
Average Account Size

$304,709

AZ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mario Savoie Work History

Mario has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Thrivent Financial

2022 - Present (2 years)

Thrivent Investment Management Inc

2021 - 2022 (1 year)

Lpl Financial LLC

2020 - 2021 (1 year)

Bmo Harris Financial Advisors

2019 - 2020 (1 year)

Fidelity Investments

2018 - 2019 (1 year)

Td Ameritrade

2013 - 2018 (5 years)

First Midwest Bank

2013 - 2018 (5 years)

Lpl Financial LLC

2012 - 2013 (1 year)

Mass Mutual

2012 - 2013 (1 year)

Mml Investor Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mario Savoie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Melissa Murphy
Appleton, WI
Karen Newquist
Madison, WI
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Julie Pressnell
Tampa, FL
Paul Hawkins
Blue Springs, MO
Ryan Anderson
Sioux Falls, SD
Michael Guizzetti
Appleton, WI

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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