About Thrivent
We believe everyone deserves a financial plan they can be confident about. It all starts with the right financial advisor.
See Disclosures
General Information
Firm Start Year
1904
CRD#
6096130
Firm CRD#
18387
States Licensed in
AZ, ID, MN, NC, ND, NE, TX, WA
Years of Experience in Financial Services
14
Number of Years with Current Firm
9
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CEPA®, CLTC®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Firm Information
Advisor's Number of Clients
725
Advisor's Number of Managed Clients
76
Advisor's Number of Planning Clients
36
Assets Managed by Advisor
$75,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50000
Compensation Methods
Flat Fee, Commissions, Based on Assets
Education
Bachelor of Science - Mass Communications
Augsburg
09/01/2008 -05/25/2012
Disclaimer
©2024 Thrivent. All rights reserved. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Thrivent.com/disclosures. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRAs BrokerCheck for more information about our financial advisors. Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a clients financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.