Kevin
Trecek
Thrivent Investment Management Inc
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About this Advisor
Kevin Trecek is a financial advisor operating in Waukesha, Wisconsin with 2 years of relevant experience. Trecek works at Thrivent Investment Management Inc. Trecek has gained experience at Dunham'S Sports, Third Coast Advisors, Bob'S Grading Inc, Aviand'S Uww-Dining Services, New Berlin Hills Golf Course, Helium Trampoline Park, New Berlin West High School, Holy Apostles Grade/Middle School, Uw Whitewater, Aviand'S Uww Dining Services, Thrivent Investment Management Inc and Thrivent Financial. Trecek holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Thrivent Investment Management Inc is an advisory company that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 financial advisors. It handles $13 billion in total assets across its 40,990 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is offered. However, fee types billed by Thrivent Investment Management Inc likely consist of some blend 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
Kevin Trecek Work History
Kevin has been registered as a financial advisor for 2 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Dunham'S Sports
Third Coast Advisors
Aviand'S Uww Dining Services
Bob'S Grading Inc
Aviand'S Uww-Dining Services
Aviand'S Uww-Dining Services
Uw Whitewater
New Berlin Hills Golf Course
Helium Trampoline Park
New Berlin West High School
Holy Apostles Grade/Middle School
*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 Kevin Trecek 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
Appleton, WI
Colorado Springs, CO
Tampa, FL
Mondovi, WI
Appleton, WI
Blue Springs, MO
Minneapolis, MN
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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