Melanie
Meyer

Thrivent Investment Management Inc

CRD#2349853
Investment Advisor
in Valencia, CA

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About this Advisor

Melanie Meyer is a financial advisor who works out of Valencia, California who has 19 years of industry experience. Meyer currently works for Thrivent Investment Management Inc. Throughout their career, they have worked at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Meyer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Thrivent Investment Management Inc is a business that has its headquarters in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 financial advisors. It controls $13 billion in assets across its 40,990 accounts, making it one of the largest firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets. Thrivent Investment Management Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which services are provided. However, fees charged by Thrivent Investment Management Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

28015 Smyth Drive
Valencia, CA 91355

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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

Melanie Meyer Work History

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

2002 - Present (22 years)

Thrivent Investment Management Inc

2002 - Present (22 years)

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 Melanie Meyer 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

Janine Amundson
Minneapolis, MN
Matthew Dendinger
Ponca, NE
Margaret Carter
Chicago, IL
Jason Eden
Bloomingdale, IL
Tanya Dean
Mondovi, WI
Sara Meyer
Asheville, NC
Michael Guizzetti
Appleton, WI
Ryan Anderson
Sioux Falls, SD

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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