Clarice
Schmidt

Thrivent Investment Management Inc

CRD#5476206
Investment Advisor
in San Antonio, TX

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About this Advisor

Clarice Schmidt is a financial advisor operating out of San Antonio, Texas, with 14 years of relevant experience. Schmidt works at Thrivent Investment Management Inc. The advisor has gained experience at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Schmidt holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Texas. Thrivent Investment Management Inc is an advisory firm operating out of Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 financial advisors. It has $13 billion in total assets across its 40,990 client accounts, making it one of the largest investment advisory firms in the country 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 performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically vary depending on which service is provided. Fees charged by Thrivent Investment Management Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

15900 La Cantera Pkwy
San Antonio, TX 78256

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

TX Average: 157
Total Number of Accounts

40,990

TX Average: 8,262
Average Account Size

$304,709

TX Average: $640,173

Investment Advisory Services

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

Clarice Schmidt Work History

Clarice has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Thrivent Financial For Lutherans

2008 - Present (16 years)

Thrivent Investment Management Inc

*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 Clarice Schmidt 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

Janine Amundson
Minneapolis, MN
Matthew Dendinger
Ponca, NE
Paul Gamache
Colorado Springs, CO
Jason Eden
Bloomingdale, IL
Nick Goins
Scottsdale, AZ
Daniel Demers
Stevens Point, WI
Julie Pressnell
Tampa, FL
Margaret Carter
Chicago, IL

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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