Taylor
Anderson

Thrivent Investment Management Inc

CRD#4682148
Investment Advisor
in Stuart, FL

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About this Advisor

Taylor Anderson is a financial advisor based out of Stuart, Florida with a total of 2 years of relevant experience. Anderson works at Thrivent Investment Management Inc. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Black Hills Holding Group, Paciugo Partners Inc, Ameriprise Financial Services LLC, Thrivent Financial, Thrivent Investment Management Inc and Taylor Anderson 8809. Anderson holds Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in District Of Columbia, Florida, Oklahoma and Texas. Thrivent Investment Management Inc is an advisory business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in assets under management between its 40,990 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on the type of financial services provided. Fee types billed by Thrivent Investment Management Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

367 Ne Baker Rd
Stuart, FL 34994

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

FL Average: $5,289,111,388
Total Number of Employees

3,548

FL Average: 157
Total Number of Accounts

40,990

FL Average: 8,262
Average Account Size

$304,709

FL Average: $640,173

Investment Advisory Services

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

Taylor Anderson Work History

Taylor has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Financial

2021 - Present (3 years)

Thrivent Investment Management Inc

2020 - 2021 (1 year)

Ameriprise Financial Services LLC

2011 - 2020 (9 years)

Taylor Anderson 8809

2008 - 2018 (10 years)

Waddell & Reed, Inc

2008 - 2020 (12 years)

Various Insurance Carriers For W&R Insurance Agencies

2008 - 2020 (12 years)

Black Hills Holding Group

2008 - 2020 (12 years)

Paciugo Partners Inc

*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 Taylor Anderson 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

Paul Gamache
Colorado Springs, CO
Sara Meyer
Asheville, NC
Robert Swearingen
Minneapolis, MN
Julie Pressnell
Tampa, FL
Karen Newquist
Madison, WI
Nick Goins
Scottsdale, AZ
Ryan Anderson
Sioux Falls, SD
Michael Guizzetti
Appleton, 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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