Thrivent Financial for Lutherans

Retirement Planning Firm in Comanche County, OK

Firm Info
Address: 302 B St, Faxon, OK 73540, USA
Phone: (580) 786-0461

Firm Size
Assets Under Management: $123 billion
# of Advisors: 145
# of Clients: 67
Client to Advisor Ratio: -
Average Account Size: $1.8 billion
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Thrivent Financial For Lutherans Overview

Thrivent Financial for Lutherans is a fee-based investment advisory firm that has been in business since 2001. Based in Minneapolis, Minnesota, the firm specializes in commodity pool operation and advising, as well as providing investment advice to individuals and businesses. The firm offers an array of investment services that include portfolio management for individuals and small businesses, investment advice to help manage finances for these same clients, as well as working with investment companies in providing comprehensive investment strategies. The firm also specializes in portfolio management for pooled investment vehicles and businesses and institutional clients. The team at Thrivent Financial for Lutherans brings years of investment experience and knowledge to their clients' needs. The firm's investment strategies are carefully crafted, with the goal of helping their clients achieve their investment objectives. Additionally, the firm is committed to providing tailored solutions that meet their clients' specific needs, taking into account their individual risk tolerances and investment goals. Ultimately, the firm prioritizes the success of their clients and strives to provide investment solutions that helps them thrive and achieve their financial goals.

THRIVENT FINANCIAL FOR LUTHERANS is a financial firm that serves a wide range of clients. Among its clientele are investment companies, pooled investment vehicles, pension or profit sharing plans, and other types of clients. With a focus on sound financial management and investment strategies, THRIVENT FINANCIAL FOR LUTHERANS has the expertise to help clients achieve their financial goals, regardless of their specific needs and preferences. Fee structures at THRIVENT FINANCIAL FOR LUTHERANS vary depending on the service provided. For those clients who require asset management services, the firm charges a percentage of assets under management (AUM). This fee is typically an ongoing expense that covers the cost of managing and maintaining the client's portfolio. For clients who seek performance-based fees, the fee structure is based on the investment performance of the assets under management. This type of fee is designed to align the interests of the client with those of the firm, incentivizing high-quality investment strategies and results. Overall, THRIVENT FINANCIAL FOR LUTHERANS offers a range of flexible fee structures that can be tailored to meet the needs of any client.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Thrivent Financial for Lutherans does not mention an investment minimum for their products and services. However, it is important to note that their other Private Funds, such as the real estate funds and funds-of-funds, have a minimum capital commitment of either $50,000 or $100,000. It is recommended that potential investors review the specific fund’s offerings to determine if there are any specific investment minimums.

How This Office Can Help Comanche County, OK Residents

Thrivent Financial for Lutherans is an organization that provides financial planning, investment management, and retirement solutions to individuals and families. The organization helps clients in Comanche County, OK achieve financial security and stability in their lives. It is no secret that many individuals in Comanche County, OK face challenges in their financial situations. For example, many people in the area struggle with low income, lack of access to affordable healthcare, high student debt, and inadequate insurance coverage. This is where Thrivent Financial for Lutherans comes in handy by offering financial education, products, and services that help individuals in Comanche County, OK alleviate these financial challenges. Thrivent Financial for Lutherans helps clients in Comanche County, OK by offering solutions like investment planning, insurance, and retirement planning.

To view the Minimum Investment and Fee Schedule for Thrivent Financial For Lutherans, visit their Part 2 Brochure.

Services Offered by Thrivent Financial For Lutherans

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Thrivent Financial For Lutherans most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 302 B St, Faxon, OK 73540, USA
Phone (580) 786-0461
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 901 MARQUETTE AVENUE, SUITE 2500, MINNEAPOLIS, MN 55402-3211, United States

This firm has no other locations.

State Registrations

Thrivent Financial For Lutherans is registered to service clients in the following states:

  • Delaware
  • Minnesota
  • Wisconsin

Disciplinary History

Thrivent Financial For Lutherans does not have any disclosures. Please visit it's Form ADV for more details.