Catherine
Gateman

Thrivent Advisor Network, LLC

CRD#4139867
Investment Advisor
in Minneapolis, MN

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About this Advisor

Catherine Gateman is a financial advisor who works in Minneapolis, Minnesota with a total of 3 years of relevant experience. Gateman is an employee of Thrivent Advisor Network, LLC. During their career, the advisor has held roles at Thrivent Financial For Lutherans, Thrivent Investment Management Inc, Thrivent Advisor Network, LLC and Purshe Kaplan Sterling Investments, Inc. Gateman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Texas. Thrivent Advisor Network, LLC is a financial advisory business based in Minneapolis, MN. It has offices in 34 locations and a total of 134 financial advisors. It manages $5 billion in assets under management between its 26,501 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 17 charitable organizations. Of its 26,501 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. Thrivent Advisor Network, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on which service is provided. However, fees billed by Thrivent Advisor Network, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Portland Avenue South
Minneapolis, MN 55415

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

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

134

MN Average: 157
Total Number of Accounts

26,501

MN Average: 8,262
Average Account Size

$190,877

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Catherine Gateman Work History

Catherine has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Advisor Network, LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2003 - 2020 (17 years)

Thrivent Financial For Lutherans

2003 - 2020 (17 years)

Thrivent Investment Management Inc

*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 Catherine Gateman 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 Advisor Network, LLC

Kaitlyn Hedger
Minneapolis, MN
Nicholas Freas
Denver, CO
Lori Sherman
Minneapolis, MN
Eric Schneider
Denver, CO
Matthew Stockman
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Gretchen Duda
Camp Hill, PA
Bryant Hayes
Minneapolis, MN

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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