Shawn
Greenfield

Thrivent Investment Management Inc

CRD#7241979
Investment Advisor
in Moscow, ID

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About this Advisor

Shawn Greenfield is a financial advisor operating out of Moscow, Idaho with a total of 3 years of industry experience. Greenfield is an employee of Thrivent Investment Management Inc. Throughout their career, Greenfield has worked at Navitas, Washington State University, University Of Idaho, Thrivent Investment Management Inc and Thrivent Financial. Greenfield holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Texas and Washington. Thrivent Investment Management Inc is a registered investment company that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 advisors. It handles $13 billion in total assets among its 40,990 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets. The business has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Thrivent Investment Management Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

409 S Jackson
Moscow, ID 83843

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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

Shawn Greenfield Work History

Shawn has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Investment Management Inc

2020 - Present (4 years)

Thrivent Financial

2020 - 2020 (< 1 year)

Thrivent Financial

2017 - 2020 (3 years)

Navitas

2016 - 2017 (1 year)

Washington State University

2011 - 2016 (5 years)

University Of Idaho

*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 Shawn Greenfield 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

Matthew Dendinger
Ponca, NE
Kristina Peach
Loveland, CO
Janine Amundson
Minneapolis, MN
Daniel Demers
Stevens Point, WI
Robert Swearingen
Minneapolis, MN
Kelsey Esswein
Torrance, CA
Tanya Dean
Mondovi, WI
Justin Bettinger
Albertville, 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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