Ely
Klida

Thrivent Investment Management Inc

CRD#7621299
Investment Advisor
in Minneapolis, MN

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About this Advisor

Ely Klida is a financial advisor based out of Minneapolis, Minnesota with a total of 1 year of relevant experience. Klida currently works for Thrivent Investment Management Inc. Klida has gained experience at Thrivent Financial, Loandepot, Bank Of America, Midwest Mobility Solutions, Marlette High School and Thrivent Investment Management Inc. Klida has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia, Michigan, Oklahoma and Texas. Thrivent Investment Management Inc is a company operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It handles $13 billion in total assets among its 40,990 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically vary depending on which service is offered. Fees billed by Thrivent Investment Management Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 Portland Ave S Msc 7100
Minneapolis, MN 55415

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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

Ely Klida Work History

Ely has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Thrivent Financial

2022 - Present (2 years)

Thrivent Investment Management Inc

2021 - 2022 (1 year)

Loandepot

2020 - 2021 (1 year)

Bank Of America

2015 - 2020 (5 years)

Midwest Mobility Solutions

2012 - 2015 (3 years)

Marlette High School

*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 Ely Klida 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 Hawkins
Blue Springs, MO
Jason Eden
Bloomingdale, IL
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
Michael Guizzetti
Appleton, WI
Paul Gamache
Colorado Springs, CO
Ryan Anderson
Sioux Falls, SD
Robert Swearingen
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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