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 out of Arcadia, California, with a total of 10 years of industry experience. Taylor is on the advisory team at Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Taylor has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California, Oklahoma and Texas. Thrivent Investment Management Inc is an advisory company headquartered in Minneapolis, MN. It 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 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. Thrivent Investment Management Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

444 E Huntington Dr
Arcadia, CA 91006

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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

Isaac Taylor Work History

Isaac has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial For Lutherans

2013 - 2013 (< 1 year)

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 Isaac Taylor 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

Karen Newquist
Madison, WI
Matthew Dendinger
Ponca, NE
Robert Swearingen
Minneapolis, MN
Paul Gamache
Colorado Springs, CO
Nick Goins
Scottsdale, AZ
Daniel Demers
Stevens Point, WI
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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