Brandon
Shreve

Thrivent Investment Management Inc

CRD#5160243
Investment Advisor
in Overland Park, KS

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About this Advisor

Brandon Shreve is a financial advisor based out of Overland Park, Kansas with 4 years of relevant experience. Shreve is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Goldman, Sachs & Co, Allstate Insurance Co, Shreve Services In, West Side Tractor Sales, Thrivent Investment Management Inc, Murphy Tractor And Eqiupment, Heritage Tractor and Thrivent Financial. Shreve maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Thrivent Investment Management Inc is a financial advisory firm that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 financial advisors. It controls $13 billion in assets between its 40,990 customer accounts, placing it among the largest investment advisory firms in the nation 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 performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. However, fees charged by Thrivent Investment Management Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

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

7270 W 98Th Ter
Overland Park, KS 66212

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

KS Average: 157
Total Number of Accounts

40,990

KS Average: 8,262
Average Account Size

$304,709

KS Average: $640,173

Investment Advisory Services

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

Brandon Shreve Work History

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

2020 - Present (4 years)

Thrivent Financial

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - 2020 (1 year)

Thrivent Financial

2018 - 2019 (1 year)

Murphy Tractor And Eqiupment

2017 - 2018 (1 year)

Heritage Tractor

2014 - 2017 (3 years)

West Side Tractor Sales

2013 - 2013 (< 1 year)

Goldman, Sachs & Co

2013 - 2014 (1 year)

Allstate Insurance Co

2000 - 2020 (20 years)

Shreve Services In

*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 Brandon Shreve 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

Jason Eden
Bloomingdale, IL
Karen Newquist
Madison, WI
Justin Bettinger
Albertville, MN
Paul Gamache
Colorado Springs, CO
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Tanya Dean
Mondovi, WI

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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