Bradley
Welter

Thrivent Investment Management Inc

CRD#6368597
Investment Advisor
in Portland, OR

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About this Advisor

Bradley Welter is a financial advisor based in Portland, Oregon with a total of 7 years of relevant experience. Welter is an advisor for Thrivent Investment Management Inc. Over the course of their career, Welter has held roles at Thrivent Investment Management Inc, Iri Properties, Oregon State University and Thrivent Financial. Welter holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Oregon. Thrivent Investment Management Inc is a firm that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 people on staff. It oversees $13 billion in total assets between its 40,990 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees billed by Thrivent Investment Management Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10300 Sw Greenburg Rd
Portland, OR 97223

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

OR Average: 157
Total Number of Accounts

40,990

OR Average: 8,262
Average Account Size

$304,709

OR Average: $640,173

Investment Advisory Services

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

Bradley Welter Work History

Bradley has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Thrivent Financial

2014 - Present (10 years)

Thrivent Investment Management Inc

2014 - 2014 (< 1 year)

Iri Properties

2014 - 2015 (1 year)

Thrivent Financial

2011 - 2014 (3 years)

Oregon State University

*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 Bradley Welter 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

Daniel Demers
Stevens Point, WI
Kelsey Esswein
Torrance, CA
Paul Hawkins
Blue Springs, MO
Karen Newquist
Madison, WI
Michael Guizzetti
Appleton, WI
Matthew Dendinger
Ponca, NE
Tanya Dean
Mondovi, WI
Melissa Murphy
Appleton, 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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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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