Thrivent Advisor Network, LLC

RIASEC Registered
Total AUM
$6.8B
Discretionary
$6.8B
99% of AUM
Avg account
$269K
Accounts
25,415
Employees
119
Advisory reps
120

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
304569
Registered since
July 24, 2019
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 privately held advisory network that combines advice, portfolio management and insurance brokerage for individual, family and institutional clients. The firm is registered with the SEC (registered in 2019) and acts as a capital allocator, directing client capital to internal and third‑party managers. Core services include financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of other advisers, pension consulting and client education programs. The firm charges a mix of percentage‑of‑AUM fees along with hourly and fixed fees, and also operates insurance brokerage activities. Industry relationships span broker‑dealers, other registered advisers, trust and banking institutions, commodity pool or trading entities, insurance companies and sponsor/GP roles in pooled investment vehicles. Thrivent Advisor Network does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 22%, Cash & Cash Equivalents 7%, US Government Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
600 Portland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth