James
Shuttleworth

Thrivent Investment Management Inc

CRD#2238199
Investment Advisor
in East Longmeadow, MA

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About this Advisor

James Shuttleworth is a financial advisor who works in East Longmeadow, Massachusetts who has 20 years of industry experience. Shuttleworth works at Thrivent Investment Management Inc. Throughout their career, Shuttleworth has worked at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Shuttleworth maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Massachusetts and Texas. Thrivent Investment Management Inc is a registered investment firm that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It controls $13 billion in assets across its 40,990 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on the financial services provided. However, fee types charged by Thrivent Investment Management Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 N Main St Ste 18
East Longmeadow, MA 01028

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MA Average: 157
Total Number of Accounts

40,990

MA Average: 8,262
Average Account Size

$304,709

MA Average: $640,173

Investment Advisory Services

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

James Shuttleworth Work History

James has been registered as a financial advisor for 20 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 James Shuttleworth 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

Paul Gamache
Colorado Springs, CO
Nick Goins
Scottsdale, AZ
Paul Hawkins
Blue Springs, MO
Tanya Dean
Mondovi, WI
Robert Swearingen
Minneapolis, MN
Janine Amundson
Minneapolis, MN
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, 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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