Lynn
Lundring

Thrivent Investment Management Inc

CRD#314502
Investment Advisor
in Newbury Park, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lynn Lundring is a chartered financial consultant working out of Newbury Park, California who has 19 years of relevant experience. Lundring works at Thrivent Investment Management Inc. Lundring has gained experience at Thrivent Financial and Thrivent Investment Management Inc. Lundring holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in California. Thrivent Investment Management Inc is an advisory business that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 people on staff. It oversees $13 billion in total assets among its 40,990 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on which services are offered. However, fee types billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

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

3255 Old Conejo Road Ste 201
Newbury Park, CA 91320

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Lynn Lundring Work History

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

2016 - Present (8 years)

Thrivent Financial

2002 - Present (22 years)

Thrivent Investment Management Inc

2002 - 2016 (14 years)

Thrivent Financial

*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 Lynn Lundring 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

Jason Eden
Bloomingdale, IL
Janine Amundson
Minneapolis, MN
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Karen Newquist
Madison, WI
Michael Guizzetti
Appleton, WI
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started