Oscar
Moreno

Thrivent Investment Management Inc

CRD#7409676
Investment Advisor
in Englewood, CO

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About this Advisor

Oscar Moreno is a financial advisor working out of Englewood, Colorado with 2 years of industry experience. Moreno is currently employed by Thrivent Investment Management Inc. During their career, Moreno has held roles at Greek Belly, Missouri State Unversity, Missouri State University, Restoration St. Louis, Walgreens, Cracker Barrel, New China, Thrivent Investment Management Inc and Thrivent Financial. Moreno holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Thrivent Investment Management Inc is a registered investment company operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It has $13 billion in total assets across its 40,990 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Thrivent Investment Management Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

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

9250 E Costilla Ave
Englewood, CO 80112

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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

Oscar Moreno Work History

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

2022 - Present (2 years)

Thrivent Financial

2021 - Present (3 years)

Thrivent Investment Management Inc

2021 - 2022 (1 year)

Thrivent Financial

2020 - 2021 (1 year)

Greek Belly

2020 - 2020 (< 1 year)

Missouri State Unversity

2019 - 2020 (1 year)

Missouri State University

2019 - 2019 (< 1 year)

Restoration St. Louis

2018 - 2019 (1 year)

Missouri State University

2018 - 2018 (< 1 year)

Restoration St. Louis

2016 - 2017 (1 year)

Walgreens

2016 - 2016 (< 1 year)

Cracker Barrel

2015 - 2016 (1 year)

New China

*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 Oscar Moreno 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

Jason Eden
Bloomingdale, IL
Nick Goins
Scottsdale, AZ
Julie Pressnell
Tampa, FL
Tanya Dean
Mondovi, WI
Michael Guizzetti
Appleton, WI
Karen Newquist
Madison, WI
Ryan Anderson
Sioux Falls, SD
Robert Swearingen
Minneapolis, MN

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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