Shawn
Fair

Thrivent Investment Management Inc

CRD#7421858
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Shawn Fair is a financial advisor based in Grand Rapids, Michigan, working with Thrivent Investment Management Inc. Shawn has previously held positions at Dte Energy, Cornerstone University Pgs, Doordash, Kalamazoo Public Schools, Kalamazoo Resa, New Genesis Inc, Fair Consulting Group, LLC, Fabri-Kal Corp, Simple Fix, LLC, Burger King, Kalamazoo College, New York Life Insurance Co, Nylife Securities LLC, Uber/Uber Eats, Shipt, Walmart Spark, Amazon Flex, Thrivent Investment Management Inc, and Thrivent Financial. Shawn has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Shawn is part of Thrivent Investment Management Inc, which operates out of Grand Rapids, Michigan. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

161 Ottawa Ave Nw
Grand Rapids, MI 49503

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

MI Average: 157
Total Number of Accounts

42,439

MI Average: 8,262
Average Account Size

$349,060

MI Average: $640,173

Investment Advisory Services

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

Shawn Fair Work History

2024 - Present (0 year)

Thrivent Financial

2023 - Present (1 year)

Thrivent Investment Management Inc

2023 - Present (1 year)

Thrivent Financial

2023 - 2023 (< 1 year)

Amazon Flex

2023 - 2023 (< 1 year)

Walmart Spark

2023 - 2023 (< 1 year)

Doordash

2023 - 2023 (< 1 year)

Shipt

2022 - 2023 (1 year)

Nylife Securities LLC

2021 - 2023 (2 years)

New York Life Insurance Co

2021 - 2022 (1 year)

Walmart Spark

2021 - 2022 (1 year)

Amazon Flex

2020 - 2021 (1 year)

Dte Energy

2020 - 2021 (1 year)

Cornerstone University Pgs

2019 - 2022 (3 years)

Shipt

2018 - 2022 (4 years)

Doordash

2018 - 2019 (1 year)

Kalamazoo Public Schools

2018 - 2018 (< 1 year)

Kalamazoo Resa

2018 - 2018 (< 1 year)

New Genesis Inc

2018 - 2022 (4 years)

Uber/Uber Eats

2017 - 2018 (1 year)

Fair Consulting Group, LLC

2016 - 2016 (< 1 year)

Fabri-Kal Corp

2015 - 2017 (2 years)

Simple Fix, LLC

2015 - 2015 (< 1 year)

Burger King

2014 - 2019 (5 years)

Kalamazoo College

2014 - 2014 (< 1 year)

Burger King

Disclosures

Please visit the SEC profile of Shawn Fair 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

Jordan Coffey
Carmel, IN
Christopher Poer
Fargo, ND
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Joshua Roberts
Minneapolis, MN
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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