Boulder, CO Office
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Thrivent Advisor Network, LLC
Multi-team
Firm-wide stats for Thrivent Advisor Network, LLC
About
Thrivent Advisor Network serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans through a network of advisory representatives managing roughly $6.8 billion in client assets. The firm provides discretionary and non‑discretionary portfolio management, financial planning and retirement‑plan advisory, and offers both wrap and non‑wrap programs as well as access to independent managers, fee‑based annuities and fee‑based 529 accounts.
Advisory Persons work with clients to develop customized asset allocations and long‑term investment strategies, typically emphasizing low‑cost diversified mutual funds and ETFs while also using individual equities, bonds, alternative investments and cash positions when appropriate. The firm implements portfolios through internal management and recommended independent managers or platforms, monitors accounts on an ongoing basis, and uses household billing and quarterly reporting for client relationships.
Thrivent Advisor Network is a wholly owned subsidiary of Thrivent Financial Holdings and operates within a broader Thrivent Financial group that includes Thrivent Asset Management, a broker‑dealer/underwriter affiliate (TIMI), Thrivent Trust Company and an affiliated banking entity, which provides integrated access to proprietary funds, insurance and trust services but also creates potential conflicts the firm discloses and supervises. The firm’s adviser network can operate under DBA names, may receive production‑linked loans or referral compensation, and participates in donor‑advised fund services through Thrivent Charitable, all of which are set out in its disclosure and compliance procedures.
Based on Thrivent Advisor Network, LLC
Expertise
Based on Thrivent Advisor Network, LLC
Location
Boulder CO
Advisors at this office
1
Advisors at this office
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