Vivia
Strome

Thrivent Investment Management Inc

CRD#5897934
Investment Advisor
in Pleasanton, CA

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About this Advisor

Vivia Strome is a financial advisor operating in Pleasanton, California, with a total of 7 years of relevant experience. Strome is an employee of Thrivent Investment Management Inc. Over the course of their career, Strome has held roles at New York Life Insurance Company, Nylife Securities LLC, Thrivent Investment Management Inc and Thrivent Financial. Strome maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in California and Texas. Thrivent Investment Management Inc is an advisory firm operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It administers $13 billion in total assets among its 40,990 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets. Thrivent Investment Management Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7011 Koll Center Pkwy
Pleasanton, CA 94566

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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

Vivia Strome Work History

Vivia has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Thrivent Financial

2015 - Present (9 years)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Thrivent Financial

2011 - 2015 (4 years)

New York Life Insurance Company

2011 - 2015 (4 years)

Nylife Securities LLC

*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 Vivia Strome 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

Matthew Dendinger
Ponca, NE
Kelsey Esswein
Torrance, CA
Justin Bettinger
Albertville, MN
Karen Newquist
Madison, WI
Julie Pressnell
Tampa, FL
Tanya Dean
Mondovi, WI
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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