Todd
Braaksma

Thrivent Investment Management Inc

CRD#5672290
Investment Advisor
in Portage, WI

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About this Advisor

Todd Braaksma is a financial advisor based in Portage, Wisconsin with 13 years of industry experience. Braaksma currently works for Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Braaksma holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Thrivent Investment Management Inc is a company based in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It manages $13 billion in assets under management among its 40,990 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets. Thrivent Investment Management Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

139 W Cook St
Portage, WI 53901

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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

Todd Braaksma Work History

Todd has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Thrivent Investment Management Inc

2010 - Present (14 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 Todd Braaksma 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

Daniel Demers
Stevens Point, WI
Kristina Peach
Loveland, CO
Paul Gamache
Colorado Springs, CO
Karen Newquist
Madison, WI
Matthew Dendinger
Ponca, NE
Kelsey Esswein
Torrance, CA
Ryan Anderson
Sioux Falls, SD
Margaret Carter
Chicago, IL

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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