Brian
Wallace
Thrivent Investment Management Inc
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About this Advisor
Brian Wallace is a financial advisor based in Cedar Park, Texas with a total of 1 year of relevant experience. Wallace is on the advisory team at Thrivent Investment Management Inc. Wallace has gained experience at Texas Lutheran University, Seguin Brewing Company, Crdn Alamo City, Thrivent Investment Management Inc and Thrivent Financial. Wallace holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Thrivent Investment Management Inc is a company that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 people on staff. It manages $13 billion in assets under management across its 40,990 client accounts, placing it among the largest firms in the nation by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth clients who have at least $1 million in investable assets. Thrivent Investment Management Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the type of financial services offered. Fee types billed by Thrivent Investment Management Inc can be comprised of any combination 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
Brian Wallace Work History
Brian has been registered as a financial advisor for 1 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Texas Lutheran University
Texas Lutheran University
Crdn Alamo City
Crdn Alamo City
Seguin Brewing Company
*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 Wallace 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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