Eric
Gilbertson

Thrivent Investment Management Inc

CRD#6968545
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Eric Gilbertson is a financial advisor operating in Colorado Springs, Colorado who has 4 years of relevant experience. Gilbertson is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at T. Rowe Price, Kaz Hardware, South Brook Golf Course, Unco Dining Services, Stearns Scout Camp, North Dakota State University, University Of Northern Colorado, Thrivent Investment Management Inc and Thrivent Financial. Gilbertson maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Colorado. Thrivent Investment Management Inc is a registered investment firm based in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 advisors. It controls $13 billion in total assets between its 40,990 customer accounts, placing it among the largest firms in the country by assets under management. Of its 40,990 accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which service is provided. However, fees charged by Thrivent Investment Management Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2060 Briargate Parkway Ste 120
Colorado Springs, CO 80920

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

CO Average: 157
Total Number of Accounts

40,990

CO Average: 8,262
Average Account Size

$304,709

CO Average: $640,173

Investment Advisory Services

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

Eric Gilbertson Work History

Eric has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - Present (5 years)

Thrivent Financial

2019 - 2019 (< 1 year)

Thrivent Financial

2018 - 2018 (< 1 year)

T. Rowe Price

2016 - 2017 (1 year)

Unco Dining Services

2016 - 2016 (< 1 year)

Stearns Scout Camp

2016 - 2017 (1 year)

University Of Northern Colorado

2015 - 2016 (1 year)

North Dakota State University

2013 - 2015 (2 years)

South Brook Golf Course

2011 - 2013 (2 years)

Kaz Hardware

*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 Eric Gilbertson 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 Hawkins
Blue Springs, MO
Jason Eden
Bloomingdale, IL
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
Justin Bettinger
Albertville, MN
Paul Gamache
Colorado Springs, CO
Julie Pressnell
Tampa, FL
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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