Luke
Simons

Thrivent Investment Management Inc

CRD#5907531
Investment Advisor
in Fremont, NE

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About this Advisor

Luke Simons is a financial advisor who is based out of Fremont, Nebraska. Currently a registered financial advisor with Thrivent Investment Management Inc, they have accrued 10 years of experience in the financial advisory industry. Simons has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Simons can act as a financial advisor in Nebraska. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Ls Landscaping and Thrivent Financial For Lutherans. Thrivent Investment Management Inc is headquartered in Fremont, Nebraska, and has 854 brick-and-mortar locations in the United States. Overall, Thrivent Investment Management Inc manages $11 billion in assets covering 33,764 client accounts and employs more than 3,494 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 7,057 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 17% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Thrivent Investment Management Inc can offer financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

340 E Military Ave
Fremont, NE 68025

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

NE Average: 157
Total Number of Accounts

33,764

NE Average: 8,262
Average Account Size

$333,867

NE Average: $640,173

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Investment Advisory Services

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

Luke Simons Work History

Luke has 10 years of experience.

2012 - Present (9 years)

Thrivent Financial For Lutherans

2011 - Present (10 years)

Thrivent Investment Management Inc

2012 - 2012 (< 1 year)

Thrivent Financial For Lutherans

2010 - 2011 (1 year)

Ls Landscaping

Disclosures

Luke Simons has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Christopher Mallow
Watertown, WI
Brian West
Slidell, LA
Alasa Harper
Carmel, IN
Rodney Mott
Ferndale, WA
Kyle Blum
Minneapolis, MN
Jeremy Dodder
Port Huron, MI
Nathan Sloan
Johnstown, CO
Stephen Coy
Saint Charles, MO

This content was compiled from the SEC and FINRA.

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