Robert
Walczuk

Thrivent Investment Management Inc

CRD#1614758
Investment Advisor
in Newbury Park, CA

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About this Advisor

Robert Walczuk is a financial advisor who works in Newbury Park, California with a total of 16 years of industry experience. Walczuk is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Walczuk holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in California and Texas. Thrivent Investment Management Inc is a registered investment firm based in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 financial advisors. It handles $13 billion in assets under management across its 40,990 customer accounts, making it one of the largest firms in the country by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth clients who have at least $1 million in investable assets. Thrivent Investment Management Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Thrivent Investment Management Inc may include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

16 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 Rd Ste 102
Newbury Park, CA 91320

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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 Walczuk Work History

Robert has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Thrivent Investment Management Inc

2007 - Present (17 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 Walczuk 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

David Miller
Troy, MI
John Cecchino
Minneapolis, MN
Nakia Martin
Minneapolis, MN
Mark Massmann
Minneapolis, MN
Shannon Olson
Saint Paul, MN
Richard Schmoll
Saint Louis, MO
Ryan Anderson
Sioux Falls, SD
Jenna Grodecki
Minneapolis, MN

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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