Ramsey
Israwi

Thrivent Investment Management Inc

CRD#5331522
Investment Advisor
in Irvine, CA

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About this Advisor

Ramsey Israwi is a financial advisor working in Irvine, California, with a total of 8 years of relevant experience. Israwi works at Thrivent Investment Management Inc. During their career, Israwi has held roles at Eagle Strategies LLC, Nylife Securities LLC, New York Life Insurance Company, Thrivent Investment Management Inc and Thrivent Financial. Israwi maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in California, District Of Columbia, Oklahoma and Texas. Thrivent Investment Management Inc is a registered investment business operating out of Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 people on staff. It controls $13 billion in assets between its 40,990 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which service is offered. However, fees billed by Thrivent Investment Management Inc can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

49 Discovery
Irvine, CA 92618

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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

Ramsey Israwi Work History

Ramsey has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Thrivent Investment Management Inc

2015 - Present (9 years)

Thrivent Financial

2015 - 2015 (< 1 year)

Eagle Strategies LLC

2015 - 2015 (< 1 year)

Thrivent Financial

2008 - 2015 (7 years)

Nylife Securities LLC

2008 - 2015 (7 years)

New York Life Insurance Company

*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 Ramsey Israwi 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
Matthew Dendinger
Ponca, NE
Robert Swearingen
Minneapolis, MN
Paul Gamache
Colorado Springs, CO
Karen Newquist
Madison, WI
Nick Goins
Scottsdale, AZ
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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