Larry
Winter

Thrivent Investment Management Inc

CRD#1292997
Investment Advisor
in San Diego, CA
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About this Advisor

Larry Winter is a certified financial planner and chartered financial consultant located in San Diego, California. Currently a registered financial advisor at Thrivent Investment Management Inc, they have accumulated 16 years of work experience. Winter holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Winter is registered to work with clients in California and Texas. Over the course of their career, Winter has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans and Thrivent Financial Bank. Thrivent Investment Management Inc is headquartered in San Diego, California, and has 1,130 additional offices across the United States. In aggregate, Thrivent Investment Management Inc oversees $11 billion in assets throughout 40,463 client accounts and retains more than 3,731 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 16,132 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Thrivent Investment Management Inc can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

12760 H Igh Bluff Drive Suite 300
San Diego, CA 92130

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$10,861,828,635

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

3,731

CA Average: 157
Total Number of Accounts

40,463

CA Average: 8,262
Average Account Size

$268,439

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Larry Winter Work History

Larry has 16 years of experience.

2002 - Present (17 years)

Thrivent Investment Management Inc

2002 - Present (17 years)

Thrivent Financial For Lutherans

2002 - 2012 (10 years)

Thrivent Financial Bank

Disclosures

Larry Winter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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