Alexander
Aldana

Thrivent Investment Management Inc

CRD#7127120
Investment Advisor
in Lincoln, NE

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About this Advisor

Alexander Aldana is a financial advisor operating out of Lincoln, Nebraska who has 2 years of industry experience. Aldana is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at University Of Nebraska Lincoln, D.A. Davidson Companies, Yankee Hill Country Club, Adidas, Walgreens, Crooked Creek Golf Course, Lincoln East High School, Lux Middle School, Thrivent Investment Management Inc, Ameritas and Thrivent Financial. Aldana holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska and Texas. Thrivent Investment Management Inc is a financial advisory firm that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 advisors. It manages $13 billion in assets between its 40,990 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets available to invest. Thrivent Investment Management Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on which service is provided. However, fees charged by Thrivent Investment Management Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1500 South 70Th Street
Lincoln, NE 68506

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

NE Average: 157
Total Number of Accounts

40,990

NE Average: 8,262
Average Account Size

$304,709

NE Average: $640,173

Investment Advisory Services

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

Alexander Aldana Work History

Alexander has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Thrivent Financial

2021 - Present (3 years)

Thrivent Investment Management Inc

2021 - 2022 (1 year)

Thrivent Financial

2020 - 2020 (< 1 year)

Ameritas

2019 - 2021 (2 years)

D.A. Davidson Companies

2019 - 2019 (< 1 year)

Yankee Hill Country Club

2018 - 2019 (1 year)

Adidas

2017 - 2021 (4 years)

University Of Nebraska Lincoln

2017 - 2018 (1 year)

Walgreens

2017 - 2017 (< 1 year)

Crooked Creek Golf Course

2013 - 2017 (4 years)

Lincoln East High School

2010 - 2013 (3 years)

Lux Middle 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 Alexander Aldana 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

Melissa Murphy
Appleton, WI
Justin Bettinger
Albertville, MN
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Michael Guizzetti
Appleton, WI
Paul Hawkins
Blue Springs, MO
Robert Swearingen
Minneapolis, MN
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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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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