Thrivent Investment Management Inc
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About this Advisor
Matthew Heller is a financial advisor operating in Ames, Iowa, with 13 years of work experience. Heller is an employee of Thrivent Investment Management Inc. Over the course of their career, they have held roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Heller holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa and Texas. Thrivent Investment Management Inc is an advisory business that has its headquarters in Ames, Iowa. The company has offices in 1,055 locations and a total of 3,507 people on staff. It controls $14 billion in assets between its 36,159 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 36,159 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on the type of services provided. Fee types charged by Thrivent Investment Management Inc can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Thrivent Investment Management Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Heller Work History
Matthew has 13 years of experience.
Thrivent Financial For Lutherans
Thrivent Investment Management Inc
Matthew Heller has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Thrivent Investment Management Inc
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