Heidi
Hunter

Thrivent Investment Management Inc

CRD#2059563
Investment Advisor
in Folsom, CA

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About this Advisor

Heidi Hunter is a financial advisor working out of Folsom, California with 19 years of relevant experience. Hunter currently works for Thrivent Investment Management Inc. During their career, the advisor has held roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Hunter has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in California and Texas. Thrivent Investment Management Inc is a financial advisory business operating out of Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 people on staff. It handles $13 billion in total assets between its 40,990 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets. The company offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 Parkshore Dr
Folsom, CA 95630

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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

Heidi Hunter Work History

Heidi has been registered as a financial advisor for 19 years.*

2002 - Present (22 years)

Thrivent Investment Management Inc

2002 - Present (22 years)

Thrivent Financial For Lutherans

*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 Heidi Hunter 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

Cody Pfaff
Bad Axe, MI
Kent Holocher
Cincinnati, OH
Richard Schmoll
Saint Louis, MO
Kristin Iverson
Williston, ND
John Cecchino
Minneapolis, MN
Megan Lowell
Minneapolis, MN
Mark Massmann
Minneapolis, MN
Ryan Benton
Beloit, 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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