Joanna
Franek

Thrivent Advisor Network, LLC

CRD#6232781
Investment Advisor
in Minneapolis, MN

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About this Advisor

Joanna Franek is a financial advisor working out of Minneapolis, Minnesota with 3 years of relevant experience. Franek is currently employed by Thrivent Advisor Network, LLC. During their career, Franek has held roles at Thrivent Investment Management Inc, Thrivent Financial Crossroads Group, James Elvestrom, Questar Asset Management, Questar Capital Corporation, Allianz Life Insurance Company, Thrivent Advisor Network, LLC and Purshe Kaplan Sterling Investments, Inc. Franek holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Thrivent Advisor Network, LLC is a registered investment business operating out of Minneapolis, MN. It has offices in 34 locations and a total of 134 advisors. It has $5 billion in assets under management between its 26,501 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 26,501 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which service is offered. Fees charged by Thrivent Advisor Network, LLC most likely include 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

Joanna Franek Work History

Joanna 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

2014 - 2020 (6 years)

James Elvestrom

2014 - 2020 (6 years)

Thrivent Investment Management Inc

2014 - 2014 (< 1 year)

Questar Asset Management

2014 - 2014 (< 1 year)

Questar Capital Corporation

2014 - 2014 (< 1 year)

Allianz Life Insurance Company

2013 - 2014 (1 year)

Thrivent Investment Management Inc

2013 - 2014 (1 year)

James Elvestrom

2013 - 2014 (1 year)

Thrivent Investment Management Inc

2010 - 2013 (3 years)

Thrivent Financial Crossroads Group

2010 - 2013 (3 years)

Thrivent Financial Crossroads Group

*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 Joanna Franek 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

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