Richard
Rubeo

Thrivent Investment Management Inc

CRD#4540021
Investment Advisor
in Grove, OK

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About this Advisor

Richard Rubeo is a financial advisor operating out of Grove, Oklahoma with 15 years of industry experience. Rubeo is an advisor for Thrivent Investment Management Inc. Throughout their career, they have worked at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Rubeo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas, Oklahoma and Texas. Thrivent Investment Management Inc is a registered investment firm headquartered in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 advisors. It oversees $13 billion in assets under management between its 40,990 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Grove, OK

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

OK Average: 157
Total Number of Accounts

40,990

OK Average: 8,262
Average Account Size

$304,709

OK Average: $640,173

Investment Advisory Services

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

Richard Rubeo Work History

Richard has been registered as a financial advisor for 15 years.*

2002 - Present (22 years)

Thrivent Investment Management Inc

2002 - Present (22 years)

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 Richard Rubeo 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
Kelsey Esswein
Torrance, CA
Paul Hawkins
Blue Springs, MO
Justin Bettinger
Albertville, MN
Margaret Carter
Chicago, IL
Matthew Dendinger
Ponca, NE
Melissa Murphy
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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