James
Marshall

Thrivent Investment Management Inc

CRD#7038136
Investment Advisor
in Evansville, IN

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About this Advisor

James Marshall is a financial advisor who works out of Evansville, Indiana with 3 years of relevant experience. Marshall currently works for Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Financial, Indiana University, Enterprise Rent-A-Car, Kenneth Jochim Farms, Penn Station Subs, North Posey High School and Thrivent Investment Management Inc. Marshall holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Indiana and Texas. Thrivent Investment Management Inc is a registered investment business operating out of Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in assets under management across its 40,990 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which service is offered. Fees billed by Thrivent Investment Management Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Evansville, IN

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IN Average: 157
Total Number of Accounts

40,990

IN Average: 8,262
Average Account Size

$304,709

IN Average: $640,173

Investment Advisory Services

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

James Marshall Work History

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

2022 - Present (2 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management Inc

2019 - 2022 (3 years)

Thrivent Financial

2018 - 2018 (< 1 year)

Enterprise Rent-A-Car

2017 - 2017 (< 1 year)

Kenneth Jochim Farms

2016 - 2016 (< 1 year)

Penn Station Subs

2015 - 2019 (4 years)

Indiana University

2015 - 2015 (< 1 year)

Kenneth Jochim Farms

2014 - 2014 (< 1 year)

Kenneth Jochim Farms

2013 - 2013 (< 1 year)

Kenneth Jochim Farms

2011 - 2015 (4 years)

North Posey High School

*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 James Marshall 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
Sara Meyer
Asheville, NC
Margaret Carter
Chicago, IL
Paul Gamache
Colorado Springs, CO
Michael Guizzetti
Appleton, WI
Nick Goins
Scottsdale, AZ
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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