Robert
Morvice

Thrivent Advisor Network, LLC

CRD#4639497
Investment Advisor
in Orland Park, IL

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About this Advisor

Robert Morvice is a certified financial planner operating out of Orland Park, Illinois with 1 year of industry experience. Morvice is on the advisory team at Thrivent Advisor Network, LLC. Their career trajectory has included roles at Belvedere Trading LLC, Team Belvedere LLC, Bates Securities, Inc, Bates Financial Advisors, Inc, Thrivent Advisor Network D/B/A Prarieview Wealth Partners and Purshe Kaplan Sterling Investments. Morvice maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Thrivent Advisor Network, LLC is a registered investment firm based out of Minneapolis, MN. The company has offices in 34 locations and a total of 134 financial advisors. It handles $5 billion in assets among its 26,501 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 26,501 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in investable assets. Thrivent Advisor Network, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the type of financial services. Fee types charged by Thrivent Advisor Network, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

18331 Distinctive Dr.
Orland Park, IL 60467

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

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

134

IL Average: 157
Total Number of Accounts

26,501

IL Average: 8,262
Average Account Size

$190,877

IL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Morvice Work History

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

2022 - Present (2 years)

Thrivent Advisor Network D/B/A Prarieview Wealth Partners

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2019 - 2022 (3 years)

Bates Securities, Inc

2019 - 2022 (3 years)

Bates Financial Advisors, Inc

2014 - 2019 (5 years)

Team Belvedere LLC

2012 - 2019 (7 years)

Belvedere Trading LLC

*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 Morvice 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 Advisor Network, LLC

Lori Sherman
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Nicholas Freas
Denver, CO
Eric Schneider
Denver, CO
Bryant Hayes
Minneapolis, MN
Matthew Stockman
Minneapolis, MN
Gretchen Duda
Camp Hill, PA
Kaitlyn Hedger
Minneapolis, 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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