Brian
Lee

Thrivent Investment Management Inc

CRD#6635697
Investment Advisor
in Clarksville, TN

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About this Advisor

Brian Lee is a financial advisor based out of Clarksville, Tennessee with a total of 5 years of industry experience. Lee is on the advisory team at Thrivent Investment Management Inc. During their career, the advisor has held roles at Us Army, Thrivent Investment Management Inc and Thrivent Financial. Lee holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee and Washington. Thrivent Investment Management Inc is a financial advisory business based in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It oversees $13 billion in assets between its 40,990 accounts, placing it among the largest firms in the United States by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in investable assets. Thrivent Investment Management Inc offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on the type of services offered. Fee types billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Clarksville, TN

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

TN Average: 157
Total Number of Accounts

40,990

TN Average: 8,262
Average Account Size

$304,709

TN Average: $640,173

Investment Advisory Services

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

Brian Lee Work History

Brian has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Thrivent Financial

2016 - Present (8 years)

Thrivent Investment Management Inc

2017 - 2017 (< 1 year)

Thrivent Financial

2010 - 2016 (6 years)

Us Army

*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 Brian Lee 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
Paul Gamache
Colorado Springs, CO
Tanya Dean
Mondovi, WI
Melissa Murphy
Appleton, WI
Michael Guizzetti
Appleton, WI
Justin Bettinger
Albertville, MN
Robert Swearingen
Minneapolis, MN
Ryan Anderson
Sioux Falls, SD

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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