Brian
Heipp
Thrivent Investment Management Inc
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About this Advisor
Brian Heipp is a chartered financial consultant working out of Lakeland, Florida, with 8 years of industry experience. Heipp is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Midflorida Credit Union, Lpl Financial, Thrivent Financial For Lutherans and Thrivent Financial. Heipp holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Thrivent Investment Management Inc is a business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It manages $13 billion in assets between its 40,990 accounts, making it one of the largest firms in the United States by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Heipp Work History
Brian has been registered as a financial advisor for 8 years.*
Thrivent Investment Management Inc
Thrivent Financial
Midflorida Credit Union
Lpl Financial
Thrivent Investment Management Inc
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 Brian Heipp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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