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Philip Novicki

Advisor at Thrivent Investment Management

Updated today

Location

Anthem, AZ

Credentials

Series 63, Series 65

Industry experience

25 years

About

Philip Novicki is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining separation between the two services.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

Anthem, AZ

Most active in

Arizona

Work history

THRIVENT FINANCIAL for Lutherans

2002 - Present (24 years)

Thrivent investment Management Inc

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Annuities
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College savings (529s, UTMA, etc.) Options & derivatives strategies Private / alternative investments
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Options & derivatives strategies Active portfolio management Private / alternative investments
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Series 63, Series 65

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Wealth management Retirement income strategy Annuities
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