Simrin
Dhillon

Thrivent Investment Management Inc

CRD#6656438
Investment Advisor
in Chicago, IL

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About this Advisor

Simrin Dhillon is a financial advisor based in Chicago, Illinois, working with Thrivent Investment Management Inc. Simrin has previously held positions at Morgan Stanley, AT&T, The University of Texas at Austin, James B. Conant High School, Extended Travel, Mesirow Financial, Thrivent Investment Management Inc, and Thrivent Financial. Simrin has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Simrin is part of Thrivent Investment Management Inc, which operates out of Chicago, Illinois. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

190 S Lasalle St
Chicago, IL 60603

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

IL Average: 157
Total Number of Accounts

42,439

IL Average: 8,262
Average Account Size

$349,060

IL Average: $640,173

Investment Advisory Services

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

Simrin Dhillon Work History

2023 - Present (1 year)

Thrivent Financial

2022 - Present (2 years)

Thrivent Investment Management Inc

2022 - 2023 (1 year)

Thrivent Financial

2018 - 2022 (4 years)

Mesirow Financial

2017 - 2017 (< 1 year)

Morgan Stanley

2017 - 2017 (< 1 year)

The University Of Texas At Austin

2017 - 2018 (1 year)

Extended Travel

2016 - 2016 (< 1 year)

Morgan Stanley

2016 - 2017 (1 year)

The University Of Texas At Austin

2015 - 2015 (< 1 year)

At&T

2015 - 2016 (1 year)

The University Of Texas At Austin

2014 - 2015 (1 year)

The University Of Texas At Austin

2010 - 2014 (4 years)

James B. Conant High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Simrin Dhillon 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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