Nathan
Smith
Thrivent Investment Management Inc
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About this Advisor
Nathan Smith is a certified financial planner operating out of Overland Park, Kansas with 19 years of industry experience. Smith is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Smith holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Kansas, Oklahoma and Texas. Thrivent Investment Management Inc is a company that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 employees. It handles $13 billion in assets among its 40,990 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in investable assets. Thrivent Investment Management Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Smith Work History
Nathan has been registered as a financial advisor for 19 years.*
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Nathan Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
