1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THRIVENT FINANCIAL BANK

Map pinAPPLETON, WI
Phone877-225-8345
NotebookSEC #801-56402
Total AUM
$392.1M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 E MILESTONE DRIVE
APPLETON
WI 54913
USA
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
877-225-8345

ReceiptFinancials

Total AUM
$392.1M
Accounts
1,139
Discretionary
$327.9M
Accounts
998
Non-Discretionary
$64.1M
Accounts
141

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLGAINNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account