Isaac
Taylor

Thrivent Investment Management Inc

CRD#6147019
Investment Advisor
in Arcadia, CA
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About this Advisor

Isaac Taylor is a financial advisor based in Arcadia, California, who has been in the industry for 13 years. Taylor works at Thrivent Investment Management Inc. Throughout their career, they have worked at Friday Harbor High School, Thrivent Investment Management Inc, Bisso Marine, Louisiana Technical College and Thrivent Financial For Lutherans. Taylor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Thrivent Investment Management Inc is a registered investment company based in Arcadia, California. The investment advisory business has offices in 1,130 locations and a total of 3,731 financial advisors. It oversees $11 billion in assets between its 40,463 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 298 charities and foundations. Of its 40,463 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets available to invest. Thrivent Investment Management Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on the type of services offered. However, fee types charged by Thrivent Investment Management Inc can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

444 E Huntington Dr
Arcadia, CA 91006

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,429,462,443

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

3,614

CA Average: 157
Total Number of Accounts

45,987

CA Average: 8,262
Average Account Size

$248,537

CA Average: $640,173

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Investment Advisory Services

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

Isaac Taylor Work History

Isaac has 13 years of experience.

2013 - Present (6 years)

Thrivent Investment Management Inc

2013 - Present (6 years)

Thrivent Financial For Lutherans

2013 - 2013 (< 1 year)

Thrivent Financial For Lutherans

2010 - 2013 (3 years)

Bisso Marine

2009 - 2010 (1 year)

Louisiana Technical College

2005 - 2009 (4 years)

Friday Harbor High School

Disclosures

Isaac Taylor has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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