Theresa
Schaffer
Thrivent Investment Management Inc
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About this Advisor
Theresa Schaffer is a financial advisor based in Watertown, South Dakota with a total of 3 years of industry experience. Schaffer is an advisor for Thrivent Investment Management Inc. Schaffer has gained experience at Thrivent Financial, Great Western Bank, Lati, Wishard Insurance, Cetera Investment Services LLC, Variable Investment Advisors, Inc, Dakota Wealth Management, LLC, Freimark & Associates, Inc and Thrivent Investment Management Inc. Schaffer holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to serve investors in South Dakota. Thrivent Investment Management Inc is a registered investment firm based out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 employees. It has $13 billion in total assets across its 40,990 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees largely vary depending on which services are provided. Fees billed by Thrivent Investment Management Inc most likely consist of 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
Theresa Schaffer Work History
Theresa has been registered as a financial advisor for 3 years.*
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Dakota Wealth Management, LLC
Freimark & Associates, Inc
Variable Investment Advisors, Inc
Wishard Insurance
Lati
Great Western Bank
Cetera Investment Services LLC
*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 Theresa Schaffer 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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