THRIVENT ADVISOR NETWORK, LLC

RIASEC RegisteredEst. 2019

Total AUM

$6.8B

Discretionary

$6.8B

99% of AUM

Avg account

$269K

Accounts

25,415

Employees

119

Advisory reps

146

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 304569
Registered since: July 24, 2019
Website: www.thriventadvisornetwork.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.51%
HNWI43.38%
Charitable Organizations1.37%
Corporations / Businesses0.58%
Pension & Profit Sharing Plans0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Thrivent Advisor Network, LLC is a limited liability company that functions as a capital allocator to both individual/family and institutional clients. The firm offers fee arrangements that include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, selection of external advisers, and client education through seminars or workshops. The organization also operates as an insurance broker and maintains industry relationships across broker-dealer, banking, trust, insurance company, commodity pool/CTA and sponsor/GP roles for pooled investment vehicles. The firm is not identified as an active ESG investor on its filings.