Theresa
Wenske

Thrivent Investment Management Inc

CRD#5532623
Investment Advisor
in Columbus, NE

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About this Advisor

Theresa Wenske is a financial advisor working in Columbus, Nebraska with 3 years of industry experience. Wenske is on the advisory team at Thrivent Investment Management Inc. The advisor has gained experience at Fidelity Investments, Lpl Financial, State Farm/Michael Brittenham, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, First National Bank, Thrivent Financial and Thrivent Investment Management Inc. Wenske holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Nebraska. Thrivent Investment Management Inc is a registered investment firm that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in assets under management between its 40,990 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. Thrivent Investment Management Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Thrivent Investment Management Inc may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1468 25Th Ave
Columbus, NE 68601

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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

Theresa Wenske Work History

Theresa has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management Inc

2020 - 2020 (< 1 year)

Thrivent Financial

2016 - 2019 (3 years)

Raymond James Financial Services, Inc

2016 - 2019 (3 years)

Raymond James Financial Services Advisors Inc

2016 - 2019 (3 years)

First National Bank

2015 - 2016 (1 year)

State Farm/Michael Brittenham

2014 - 2015 (1 year)

Lpl Financial

2010 - 2014 (4 years)

Fidelity Investments

*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 Theresa Wenske 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

Kelsey Esswein
Torrance, CA
Kristina Peach
Loveland, CO
Karen Newquist
Madison, WI
Matthew Dendinger
Ponca, NE
Michael Guizzetti
Appleton, WI
Tanya Dean
Mondovi, WI
Justin Bettinger
Albertville, 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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