Robert
Lord
Thrivent Investment Management Inc
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About this Advisor
Robert Lord is a financial advisor working in Mentor, Ohio with 3 years of relevant experience. Lord works at Thrivent Investment Management Inc. Their career trajectory has included roles at Cleveland Clinic Police, City Of Mayfield Heights Police Department, Sa Stone Wealth Management Inc, Kennard Financial Services/Lp Kennard Agency, Sa Stone Investment Advisors Inc, Thrivent Investment Management Inc, Thrivent Financial and Thrivent Fianncial. Lord holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Thrivent Investment Management Inc is a financial advisory firm operating out of Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 employees. It manages $13 billion in total assets between its 40,990 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Lord Work History
Robert has been registered as a financial advisor for 3 years.*
Thrivent Investment Management Inc
Thrivent Fianncial
Thrivent Financial
Kennard Financial Services/Lp Kennard Agency
Sa Stone Wealth Management Inc
Kennard Financial Services/Lp Kennard Agency
Sa Stone Investment Advisors Inc
Kennard Financial Services/Lp Kennard Agency
Cleveland Clinic Police
City Of Mayfield Heights Police Department
*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 Robert Lord 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
Bloomingdale, IL
Asheville, NC
Chicago, IL
Minneapolis, MN
Madison, WI
Scottsdale, AZ
Tampa, FL
Mondovi, WI
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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