Zach
Saugen

Thrivent Investment Management Inc

CRD#7402861
Investment Advisor
in Spokane, WA

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About this Advisor

Zach Saugen is a financial advisor who works out of Spokane, Washington who has 1 year of industry experience. Saugen is an advisor for Thrivent Investment Management Inc. Their career trajectory has included roles at Pizza Rita, Life Center Church, Thrivent Investment Management Inc and Thrivent Financial. Saugen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Thrivent Investment Management Inc is a firm headquartered in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 financial advisors. It manages $13 billion in total assets between its 40,990 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Thrivent Investment Management Inc can 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

534 E Spokane Falls Blvd
Spokane, WA 99202

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

WA Average: 157
Total Number of Accounts

40,990

WA Average: 8,262
Average Account Size

$304,709

WA Average: $640,173

Investment Advisory Services

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

Zach Saugen Work History

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

2022 - Present (2 years)

Thrivent Financial

2021 - Present (3 years)

Thrivent Investment Management Inc

2022 - 2022 (< 1 year)

Thrivent Financial

2015 - 2016 (1 year)

Pizza Rita

2009 - 2022 (13 years)

Life Center Church

*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 Zach Saugen 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

Jason Mascitti
Madison, WI
Scott Eckart
Minneapolis, MN
Ronald Vansteenacker
Carlisle, PA
Chad Robinson
Sioux City, IA
Kristina Peach
Loveland, CO
Mark Valinote
Port Saint Lucie, FL
Ryan Anderson
Sioux Falls, SD
Michael Guizzetti
Appleton, WI

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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