Thrivent Advisor Network, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities22%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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