Lotem
Sella

Thrivent Investment Management Inc

CRD#6545948
Investment Advisor
in Windsor, CO

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About this Advisor

Lotem Sella is a financial advisor based in Windsor, Colorado, working with Thrivent Investment Management Inc. Lotem has previously held positions at Fidelity Brokerage Services LLC, Pensco Trust Company, The Buff, Turley'S, Thrivent Investment Management Inc, University Of Colorado Denver, Andrew Flanscha - Thrivent Financial, and Clint Jasperson - Thrivent Financial. Lotem has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Wyoming. Currently, Lotem is part of Thrivent Investment Management Inc, which operates out of Windsor, Colorado. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

355 Eastman Park Dr
Windsor, CO 80550

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

CO Average: 157
Total Number of Accounts

42,439

CO Average: 8,262
Average Account Size

$349,060

CO Average: $640,173

Investment Advisory Services

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

Lotem Sella Work History

2020 - Present (4 years)

Clint Jasperson - Thrivent Financial

2018 - Present (6 years)

Thrivent Investment Management Inc

2018 - 2020 (2 years)

Andrew Flanscha - Thrivent Financial

2017 - 2017 (< 1 year)

University Of Colorado Denver

2015 - 2017 (2 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Pensco Trust Company

2014 - 2014 (< 1 year)

The Buff

2014 - 2014 (< 1 year)

Turley'S

Disclosures

Please visit the SEC profile of Lotem Sella 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

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