Rachel
Linn

Thrivent Investment Management Inc

CRD#7322263
Investment Advisor
in Williston, ND

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About this Advisor

Rachel Linn is a financial advisor who works in Williston, North Dakota with 2 years of industry experience. Linn currently works for Thrivent Investment Management Inc. Throughout their career, they have worked at The Travel Linn Company LLC, Jacam Chemicals, Thrivent Investment Management Inc and Thrivent Financial. Linn maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in North Dakota. Thrivent Investment Management Inc is a financial advisory business that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 advisors. It has $13 billion in total assets across its 40,990 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management depend on the type of financial services offered. However, fee types charged by Thrivent Investment Management Inc most likely are comprised of some combination of 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

54 25Th St E
Williston, ND 58801

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

ND Average: 157
Total Number of Accounts

40,990

ND Average: 8,262
Average Account Size

$304,709

ND Average: $640,173

Investment Advisory Services

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

Rachel Linn Work History

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

2021 - Present (3 years)

Thrivent Investment Management Inc

2021 - Present (3 years)

Thrivent Financial

2021 - 2021 (< 1 year)

Thrivent Financial

2017 - 2021 (4 years)

The Travel Linn Company LLC

2013 - 2016 (3 years)

Jacam Chemicals

*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 Rachel Linn 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

Nick Goins
Scottsdale, AZ
Kristina Peach
Loveland, CO
Justin Bettinger
Albertville, MN
Karen Newquist
Madison, WI
Paul Hawkins
Blue Springs, MO
Daniel Demers
Stevens Point, WI
Melissa Murphy
Appleton, WI
Robert Swearingen
Minneapolis, MN

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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