Brett
Koopman

Thrivent Investment Management Inc

CRD#5201665
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brett Koopman is a financial advisor operating out of Minneapolis, Minnesota with 10 years of industry experience. Koopman is an advisor for Thrivent Investment Management Inc. The advisor has gained experience at Thrivent Investment Managment Inc and Thrivent Financial For Lutherans. Koopman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Thrivent Investment Management Inc is a financial advisory company that has its headquarters 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 across its 40,990 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the services provided. However, fee types billed by Thrivent Investment Management Inc likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

701 Xenia Ave. S. Suite 550
Minneapolis, MN 55416

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MN Average: 157
Total Number of Accounts

40,990

MN Average: 8,262
Average Account Size

$304,709

MN Average: $640,173

Investment Advisory Services

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

Brett Koopman Work History

Brett has been registered as a financial advisor for 10 years.*

2006 - Present (18 years)

Thrivent Investment Managment Inc

2006 - Present (18 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 Brett Koopman 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

Nick Goins
Scottsdale, AZ
Matthew Dendinger
Ponca, NE
Karen Newquist
Madison, WI
Robert Swearingen
Minneapolis, MN
Sara Meyer
Asheville, NC
Daniel Demers
Stevens Point, WI
Tanya Dean
Mondovi, 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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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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