Michael
Ghelardi

Thrivent Investment Management Inc

CRD#6253611
Investment Advisor
in Havertown, PA

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About this Advisor

Michael Ghelardi is a financial advisor working in Havertown, Pennsylvania, who has 10 years of industry experience. Ghelardi is an employee of Thrivent Investment Management Inc. Throughout their career, Ghelardi has worked at Thrivent Investment Management Inc, Ernst & Young and Thrivent Financial For Lutherans. Ghelardi has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. Thrivent Investment Management Inc is a financial advisory firm operating out of Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It oversees $13 billion in assets under management between 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 accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2510 Township Line Rd
Havertown, PA 19083

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

PA Average: 157
Total Number of Accounts

40,990

PA Average: 8,262
Average Account Size

$304,709

PA Average: $640,173

Investment Advisory Services

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

Michael Ghelardi Work History

Michael has been registered as a financial advisor for 10 years.*

2014 - Present (10 years)

Thrivent Financial For Lutherans

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - 2014 (1 year)

Thrivent Financial For Lutherans

2011 - 2013 (2 years)

Ernst & Young

*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 Michael Ghelardi 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

Paul Hawkins
Blue Springs, MO
Karen Newquist
Madison, WI
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
Justin Bettinger
Albertville, MN
Jason Eden
Bloomingdale, IL
Robert Swearingen
Minneapolis, MN
Tanya Dean
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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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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