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 who works in Windsor, Colorado who has 5 years of relevant experience. Sella is an advisor for Thrivent Investment Management Inc. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Pensco Trust Company, The Buff, Turley'S, Carelli'S Of Boulder, The Biergarten, Chi Omega, University Of Colorado, Thrivent Investment Management Inc, University Of Colorado Denver, Andrew Flanscha - Thrivent Financial and Jordan Austin - Thrivent Financial. Sella has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Thrivent Investment Management Inc is an advisory firm that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It oversees $13 billion in assets among its 40,990 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Thrivent Investment Management Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on which service is offered. Fees charged by Thrivent Investment Management Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

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

$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

Lotem Sella Work History

Lotem has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Jordan Austin - 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

2013 - 2014 (1 year)

Carelli'S Of Boulder

2013 - 2013 (< 1 year)

The Biergarten

2011 - 2013 (2 years)

Chi Omega

2010 - 2014 (4 years)

University Of Colorado

*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 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

Paul Hawkins
Blue Springs, MO
Jason Eden
Bloomingdale, IL
Melissa Murphy
Appleton, WI
Julie Pressnell
Tampa, FL
Ryan Anderson
Sioux Falls, SD
Justin Bettinger
Albertville, MN
Robert Swearingen
Minneapolis, MN
Tanya Dean
Mondovi, 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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