Melissa
Murphy

Thrivent Investment Management Inc

CRD#6187711
Investment Advisor
in Appleton, WI

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About this Advisor

Melissa Murphy is a financial advisor based in Appleton, Wisconsin. Murphy is on the advisory team at Thrivent Investment Management Inc. Throughout their career, they have worked at Thrivent Financial and Thrivent Investment Management Inc. Murphy has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in Wisconsin. Thrivent Investment Management Inc is an advisory business operating 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 assets under management among its 40,990 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Thrivent Investment Management Inc most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4321 N Ballard Rd
Appleton, WI 54919-0001

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

WI Average: 157
Total Number of Accounts

40,990

WI Average: 8,262
Average Account Size

$304,709

WI Average: $640,173

Investment Advisory Services

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

Melissa Murphy Work History

Melissa has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Thrivent Investment Management Inc

2018 - Present (6 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial

*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 Melissa Murphy 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
Mark Johnson
Monroe, MI
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Margaret Carter
Chicago, IL
Sara Meyer
Asheville, NC
Michael Guizzetti
Appleton, WI
Robert Swearingen
Minneapolis, MN

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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