Carlos
Escobar

Thrivent Investment Management Inc

CRD#6597261
Investment Advisor
in Morton, IL

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About this Advisor

Carlos Escobar is a financial advisor operating in Morton, Illinois with 7 years of industry experience. Escobar works at Thrivent Investment Management Inc. During their career, Escobar has held roles at Thrivent Financial, Volunteers Of America Of Illinois and Thrivent Investment Management Inc. Escobar holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois, Oklahoma and Texas. Thrivent Investment Management Inc is a registered investment firm headquartered in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 advisors. It oversees $13 billion in assets across its 40,990 client accounts, making it one of the largest firms in the nation by assets under management. Of its 40,990 accounts, just 13% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm offers a set of 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 likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

115 N Main St
Morton, IL 61550

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IL Average: 157
Total Number of Accounts

40,990

IL Average: 8,262
Average Account Size

$304,709

IL Average: $640,173

Investment Advisory Services

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

Carlos Escobar Work History

Carlos has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Thrivent Investment Management Inc

2016 - Present (8 years)

Thrivent Financial

2016 - 2016 (< 1 year)

Thrivent Financial

2014 - 2016 (2 years)

Thrivent Financial

2013 - 2014 (1 year)

Volunteers Of America Of Illinois

*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 Carlos Escobar 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

Karen Newquist
Madison, WI
Isaac Taylor
Arcadia, CA
Tanya Dean
Mondovi, WI
Jason Eden
Bloomingdale, IL
Robert Swearingen
Minneapolis, MN
Mark Johnson
Monroe, MI
Julie Pressnell
Tampa, FL
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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