Kelsey
Esswein

Thrivent Investment Management Inc

CRD#6302150
Investment Advisor
in Torrance, CA

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About this Advisor

Kelsey Esswein is a financial advisor operating out of Torrance, California, with a total of 9 years of industry experience. Esswein is an employee of Thrivent Investment Management Inc. Esswein has gained experience at Thrivent Investment Management Inc, Scan Health Plan and Thrivent Financial. Esswein holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Thrivent Investment Management Inc is a company that has its headquarters in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 financial advisors. It manages $13 billion in assets under management among its 40,990 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth investors who have more than $1 million in investable assets. Thrivent Investment Management Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3820 Del Amo Blvd, Suite 224
Torrance, CA 90503

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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

Kelsey Esswein Work History

Kelsey has been registered as a financial advisor for 9 years.*

2015 - Present (9 years)

Thrivent Financial

2014 - Present (10 years)

Thrivent Investment Management Inc

2014 - 2015 (1 year)

Thrivent Financial

2013 - 2014 (1 year)

Scan Health Plan

*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 Kelsey Esswein 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

Kristina Peach
Loveland, CO
Mark Johnson
Monroe, MI
Janine Amundson
Minneapolis, MN
Daniel Demers
Stevens Point, WI
Tanya Dean
Mondovi, WI
James Doubleday
Savannah, GA
Julie Pressnell
Tampa, FL
Jason Eden
Bloomingdale, IL

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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