Zachary
Gelineau

Thrivent Investment Management Inc

CRD#6970256
Investment Advisor
in Cottage Grove, MN

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About this Advisor

Zachary Gelineau is a financial advisor operating in Cottage Grove, Minnesota with a total of 4 years of relevant experience. Gelineau is an employee of Thrivent Investment Management Inc. Over the course of their career, they have held roles at Scot Kretzschmar, Metropolitan State University, Normandale Community College, Ymca Of The Greater Twin Cities - Camp Streefland, Northwestern College, Lakeville South High School, Thrivent Investment Management Inc and Thrivent Financial. Gelineau holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Thrivent Investment Management Inc is a company headquartered in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It controls $13 billion in assets under management across its 40,990 client accounts, making it one of the biggest firms in the country by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets. Thrivent Investment Management Inc offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees depend on the type of financial services offered. However, fees billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8750 90Th St S
Cottage Grove, MN 55016

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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

Zachary Gelineau Work History

Zachary has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - Present (5 years)

Thrivent Financial

2019 - 2019 (< 1 year)

Thrivent Financial

2018 - 2019 (1 year)

Scot Kretzschmar

2017 - 2018 (1 year)

Metropolitan State University

2017 - 2018 (1 year)

Ymca Of The Greater Twin Cities - Camp Streefland

2015 - 2017 (2 years)

Normandale Community College

2015 - 2015 (< 1 year)

Ymca Of The Greater Twin Cities - Camp Streefland

2013 - 2015 (2 years)

Northwestern College

2013 - 2013 (< 1 year)

Ymca Of The Greater Twin Cities - Camp Streefland

2009 - 2013 (4 years)

Lakeville South 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 Zachary Gelineau 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 Gamache
Colorado Springs, CO
Karen Newquist
Madison, WI
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Tanya Dean
Mondovi, WI
Jason Eden
Bloomingdale, IL
Margaret Carter
Chicago, IL
Ryan Anderson
Sioux Falls, SD

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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