Francis
Szarejko

Thrivent Investment Management Inc

CRD#1507831
Investment Advisor
in Kansas City, MO
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About this Advisor

Francis Szarejko is a chartered financial consultant who works out of Kansas City, Missouri, who has been in the industry for 16 years. Szarejko is on the advisory team at Thrivent Investment Management Inc. Szarejko has gained experience at Thrivent Financial For Lutherans and Thrivent Investment Management Inc. Szarejko maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas and Missouri. Thrivent Investment Management Inc is a financial advisory firm operating in Kansas City, Missouri. The firm has offices in 1,130 locations and a total of 3,731 employees. It manages $11 billion in total assets between its 40,463 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 298 charities and foundations. Of its 40,463 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. Thrivent Investment Management Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on the type of financial services. Fees charged by Thrivent Investment Management Inc most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 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

7306 Nw Tiffany Springs Pkwy
Kansas City, MO 64153

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,429,462,443

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

3,614

MO Average: 157
Total Number of Accounts

45,987

MO Average: 8,262
Average Account Size

$248,537

MO Average: $640,173

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Investment Advisory Services

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

Francis Szarejko Work History

Francis has 16 years of experience.

2002 - Present (17 years)

Thrivent Financial For Lutherans

2002 - Present (17 years)

Thrivent Investment Management Inc

Disclosures

Francis Szarejko has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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