Chad
Wilson
Thrivent Investment Management Inc
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About this Advisor
Chad Wilson is a financial advisor based out of Beaver Bay, Minnesota with a total of 3 years of industry experience. Wilson is an employee of Thrivent Investment Management Inc. During their career, the advisor has held roles at Levelup Consulting, Unitedhealthcare, Re/Max 1, Mn Unemployment, Thrivent Investment Management Inc and Thrivent Financial. Wilson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota, Texas and Wisconsin. Thrivent Investment Management Inc is a registered investment company based out of Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 advisors. It has $13 billion in total assets across its 40,990 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets. The company performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the type of services provided. Fee types billed by Thrivent Investment Management Inc may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chad Wilson Work History
Chad has been registered as a financial advisor for 3 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Levelup Consulting
Mn Unemployment
Unitedhealthcare
Re/Max 1
*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 Chad Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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