Bryan
Zimmerling

Thrivent Investment Management Inc

CRD#7319830
Investment Advisor
in Pleasanton, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryan Zimmerling is a financial advisor operating out of Pleasanton, California who has 2 years of industry experience. Zimmerling works at Thrivent Investment Management Inc. Their career trajectory has included roles at Golden Malted, Gold Rush Distribution, Frito Lay, Thrivent Investment Management Inc and Thrivent Financial. Zimmerling has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Thrivent Investment Management Inc is a business that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 employees. It oversees $13 billion in assets under management across its 40,990 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically vary depending on the financial services offered. However, fees charged by Thrivent Investment Management Inc can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7011 Koll Center Pkwy
Pleasanton, CA 94566

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. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

CA Average: 157
Total Number of Accounts

40,990

CA Average: 8,262
Average Account Size

$304,709

CA Average: $640,173

Investment Advisory Services

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

Bryan Zimmerling Work History

Bryan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Investment Management Inc

2021 - Present (3 years)

Thrivent Financial

2021 - 2021 (< 1 year)

Thrivent Financial

2019 - 2021 (2 years)

Golden Malted

2017 - 2019 (2 years)

Gold Rush Distribution

2010 - 2017 (7 years)

Frito Lay

*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 Bryan Zimmerling 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

Paul Gamache
Colorado Springs, CO
Sara Meyer
Asheville, NC
Robert Swearingen
Minneapolis, MN
Margaret Carter
Chicago, IL
Karen Newquist
Madison, WI
Nick Goins
Scottsdale, AZ
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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started