Isaac
Bolger

Thrivent Investment Management Inc

CRD#6985292
Investment Advisor
in Minneapolis, MN

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About this Advisor

Isaac Bolger is a financial advisor based out of Minneapolis, Minnesota, who has been in the advisory business for 10 years. Bolger is currently employed by Thrivent Investment Management Inc. Bolger has gained experience at Mediterranean School Of Business, University Of Minnesota, Thrivent Investment Management Inc and Thrivent Financial. Bolger holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Thrivent Investment Management Inc is a firm that has its headquarters in Minneapolis, Minnesota. The firm has offices in 854 locations and a total of 3,494 people on staff. It handles $11 billion in assets under management among its 33,764 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 33,764 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

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

$11,272,695,425

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

3,494

MN Average: 157
Total Number of Accounts

33,764

MN Average: 8,262
Average Account Size

$333,867

MN Average: $640,173

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Investment Advisory Services

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

Isaac Bolger Work History

Isaac has 10 years of experience.

2018 - Present (3 years)

Thrivent Investment Management Inc

2018 - Present (3 years)

Thrivent Financial

2018 - 2018 (< 1 year)

Thrivent Financial

2011 - 2018 (7 years)

Mediterranean School Of Business

2010 - 2011 (1 year)

University Of Minnesota

Disclosures

Isaac Bolger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Lucas Hemling
Saint Paul, MN
Katie Gowan
Grand Forks, ND
Jarrod Polson
Lexington, KY
Monnencia Riley
New Baltimore, MI
Ryan Mohrmann
Johnstown, CO
Jeffrey Kerr
Troutman, NC
Brandon Jenks
Valparaiso, IN
Jeffrey Rush
Minneapolis, MN

This content was compiled from the SEC and FINRA.

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