Mackenzie
Koziel
Thrivent Investment Management Inc
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About this Advisor
Mackenzie Koziel is a financial advisor who works in Hummelstown, Pennsylvania who has 2 years of relevant experience. Koziel is an advisor for Thrivent Investment Management Inc. Over the course of their career, they have held roles at Southern Lehigh Middle / High School, Moravian College, Bar Louie, Baker Tilly, Thrivent Investment Management Inc and Thrivent Financial. Koziel maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Thrivent Investment Management Inc is an advisory company that has its headquarters in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 financial advisors. It has $13 billion in total assets among its 40,990 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth investors who have more than $1 million in investable assets. Thrivent Investment Management Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually are based on the type of services offered. However, fee types billed by Thrivent Investment Management Inc most likely 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
Mackenzie Koziel Work History
Mackenzie has been registered as a financial advisor for 2 years.*
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Bar Louie
Thrivent Financial
Baker Tilly
Bar Louie
Moravian College
Southern Lehigh Middle / High School
*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 Mackenzie Koziel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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