Nichole
Martin

Thrivent Investment Management Inc

CRD#7180917
Investment Advisor
in Tomah, WI

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About this Advisor

Nichole Martin is a financial advisor who works out of Tomah, Wisconsin who has 3 years of industry experience. Martin is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at Ho-Chunk Housing & Community Development Agency, Thrivent Investment Management Inc and Thrivent Financial. Martin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Thrivent Investment Management Inc is an advisory business that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It controls $13 billion in assets among its 40,990 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets. Thrivent Investment Management Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1021 Superior Ave
Tomah, WI 54660

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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

Nichole Martin Work History

Nichole has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Financial

2019 - Present (5 years)

Thrivent Investment Management Inc

2020 - 2020 (< 1 year)

Thrivent Financial

1999 - 2020 (21 years)

Ho-Chunk Housing & Community Development Agency

*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 Nichole Martin 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

Paul Hawkins
Blue Springs, MO
Paul Gamache
Colorado Springs, CO
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
Michael Guizzetti
Appleton, WI
Julie Pressnell
Tampa, FL
Ryan Anderson
Sioux Falls, SD
Tanya Dean
Mondovi, WI

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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