Ronald
Richards

Thrivent Investment Management Inc

CRD#4967974
Investment Advisor
in Boise, ID

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About this Advisor

Ronald Richards is a financial advisor who works in Boise, Idaho with 1 year of industry experience. Richards is an employee of Thrivent Investment Management Inc. Throughout their career, they have worked at Cambridge Investment Research Advisors, Inc, Thrivent Financial, Thrivent Investment Managment Inc and Cambridge Investment Research, Inc. Richards maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Idaho and Texas. Thrivent Investment Management Inc is a financial advisory firm operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It handles $13 billion in total assets across its 40,990 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth clients who have more than $1 million in investable assets. Thrivent Investment Management Inc provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on the financial services. Fee types billed by Thrivent Investment Management Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

913 W River St
Boise, ID 83702

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

ID Average: 157
Total Number of Accounts

40,990

ID Average: 8,262
Average Account Size

$304,709

ID Average: $640,173

Investment Advisory Services

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

Ronald Richards Work History

Ronald has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Thrivent Financial

2022 - Present (2 years)

Thrivent Investment Managment Inc

2022 - 2023 (1 year)

Thrivent Financial

2006 - 2022 (16 years)

Cambridge Investment Research Advisors, Inc

2005 - 2022 (17 years)

Cambridge Investment Research, Inc

*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 Ronald Richards 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

Melissa Murphy
Appleton, WI
Karen Newquist
Madison, WI
Margaret Carter
Chicago, IL
Julie Pressnell
Tampa, FL
Paul Hawkins
Blue Springs, MO
Jason Eden
Bloomingdale, IL
Tanya Dean
Mondovi, WI
Michael Guizzetti
Appleton, 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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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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