Michael
Guizzetti

Thrivent Investment Management Inc

CRD#4966767
Investment Advisor
in Appleton, WI

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About this Advisor

Michael Guizzetti is a financial advisor based out of Appleton, Wisconsin who has 9 years of relevant experience. Guizzetti works at Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Guizzetti maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Washington and Wisconsin. Thrivent Investment Management Inc is a financial advisory company operating out of Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 people on staff. It controls $13 billion in assets between its 40,990 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 40,990 accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely depend on which services are provided. However, fee types billed by Thrivent Investment Management Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 years

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

Michael Guizzetti Work History

Michael has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial For Lutherans

*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 Michael Guizzetti 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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