Robert
Bell

Thrivent Investment Management Inc

CRD#4466074
Investment Advisor
in Ontario, CA

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About this Advisor

Robert Bell is a financial advisor based out of Ontario, California with a total of 19 years of industry experience. Bell currently works for Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Bell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and District Of Columbia. Thrivent Investment Management Inc is a company based in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 advisors. It has $13 billion in total assets between its 40,990 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth investors who have at least $1 million in investable assets. Thrivent Investment Management Inc has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on the financial services provided. However, fees billed by Thrivent Investment Management Inc most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

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

3602 Inland Empire Blvd
Ontario, CA 91764

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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

Robert Bell Work History

Robert 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 Robert Bell 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

Melissa Murphy
Appleton, WI
Daniel Demers
Stevens Point, WI
Margaret Carter
Chicago, IL
Robert Swearingen
Minneapolis, MN
Paul Hawkins
Blue Springs, MO
Karen Newquist
Madison, WI
Ryan Anderson
Sioux Falls, SD
Tanya Dean
Mondovi, WI

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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