Timothy
Richmond

Thrivent Investment Management Inc

CRD#3013028
Investment Advisor
in Appleton, WI

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About this Advisor

Timothy Richmond is a financial advisor working out of Appleton, Wisconsin, with a total of 10 years of financial industry experience. Richmond is on the advisory team at Thrivent Investment Management Inc. Their career trajectory has included roles at Schneider National, Thrivent Financial, Thrivent Investment Management Inc, Packerland Brokerage Services Inc and Thrivent Distributors, LLC. Richmond maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Wisconsin. Thrivent Investment Management Inc is an advisory business that has its headquarters in Appleton, Wisconsin. The firm has offices in 854 locations and a total of 3,494 people on staff. It administers $11 billion in assets between its 33,764 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 33,764 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on the type of services provided. However, fees billed by Thrivent Investment Management Inc may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4321 N Ballard Rd
Appleton, WI 54919-0001

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

WI Average: 157
Total Number of Accounts

33,764

WI Average: 8,262
Average Account Size

$333,867

WI Average: $640,173

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Investment Advisory Services

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

Timothy Richmond Work History

Timothy has 10 years of experience.

2017 - Present (4 years)

Thrivent Distributors, LLC

2011 - Present (10 years)

Thrivent Financial

2011 - Present (10 years)

Thrivent Investment Management Inc

2011 - 2011 (< 1 year)

Packerland Brokerage Services Inc

2010 - 2010 (< 1 year)

Schneider National

Disclosures

Timothy Richmond has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

James Dugan
Knoxville, TN
Andy Boersma
Spicer, MN
Gregory Buxa
Oconomowoc, WI
Michael Smith
Alpharetta, GA
Tyler Jones
Escondido, CA
Wilfred Wong
Minneapolis, MN
Candace Brewington
Temecula, CA
Roger Deterding
Mount Horeb, WI

This content was compiled from the SEC and FINRA.

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