Robert
Espenel

Thrivent Investment Management Inc

CRD#3059924
Investment Advisor
in Englewood, CO

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About this Advisor

Robert Espenel is a financial advisor who works out of Englewood, Colorado who has 5 years of relevant experience. Espenel currently works for Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans and Thrivent Financial. Espenel maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Colorado. Thrivent Investment Management Inc is a business operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in assets between its 40,990 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees vary depending on which services are offered. Fees billed by Thrivent Investment Management Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

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

Robert Espenel Work History

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

2014 - Present (10 years)

Thrivent Financial

2009 - Present (15 years)

Thrivent Investment Management Inc

2009 - 2014 (5 years)

Thrivent Financial For Lutherans

*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 Robert Espenel 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 Gamache
Colorado Springs, CO
Sara Meyer
Asheville, NC
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Janine Amundson
Minneapolis, MN
Nick Goins
Scottsdale, AZ
Robert Swearingen
Minneapolis, MN
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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