Ryan
Gerardy

Thrivent Investment Management Inc

CRD#6071120
Investment Advisor
in Johnston, IA

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About this Advisor

Ryan Gerardy is a certified financial planner operating in Johnston, Iowa, who has 4 years of industry experience. Gerardy is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Strellner Agency, Iowa College Access Network, Transamerica Financial Advisors, Inc, Associated Benefits Corp, Principal Life Insurance Co, Princor Financial Group, Principal Advised Services, Thrivent Investment Management Inc and Thrivent Financial. Gerardy maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Thrivent Investment Management Inc is a registered investment business based out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It administers $13 billion in assets among its 40,990 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in investable assets. Thrivent Investment Management Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the type of financial services. Fee types charged by Thrivent Investment Management Inc can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8797 Nw 54Th Ave
Johnston, IA 50131

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IA Average: 157
Total Number of Accounts

40,990

IA Average: 8,262
Average Account Size

$304,709

IA Average: $640,173

Investment Advisory Services

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

Ryan Gerardy Work History

Ryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - Present (5 years)

Thrivent Financial

2019 - 2019 (< 1 year)

Thrivent Financial

2018 - 2019 (1 year)

Principal Advised Services

2015 - 2019 (4 years)

Principal Life Insurance Co

2015 - 2018 (3 years)

Princor Financial Group

2013 - 2015 (2 years)

Associated Benefits Corp

2012 - 2013 (1 year)

Transamerica Financial Advisors, Inc

2011 - 2013 (2 years)

Strellner Agency

2010 - 2013 (3 years)

Iowa College Access Network

*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 Ryan Gerardy 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

Melissa Murphy
Appleton, WI
Janine Amundson
Minneapolis, MN
Robert Swearingen
Minneapolis, MN
Margaret Carter
Chicago, IL
Paul Hawkins
Blue Springs, MO
Paul Gamache
Colorado Springs, CO
Michael Guizzetti
Appleton, WI
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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