Anaheim, CA E Santa Anna Canyon Rd Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

3

Of 3,157 advisors across 1,411 offices

Location

5241 E Santa Anna Canyon Rd

Anaheim CA 92807

Advisors at this office

3

Advisors at this office

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Robert M

Series 63, Series 66

Anaheim, CA

Thrivent Investment Management

Robert Meaux Jr. is a financial advisor at Thrivent Investment Management in Anaheim, CA, with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he participates voluntarily in market research focus groups for a consumer research firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning and managed-account programs while keeping planning and implementation services separate.

Business ownership considerations
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Jeremiah N

Series 66

Anaheim, CA

Thrivent Investment Management

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

Business ownership considerations
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Frederick A

Series 66

Anaheim, CA

Thrivent Investment Management

Frederick Allen III is a financial advisor with Thrivent Investment Management based in Anaheim, CA. He holds a Series 66 designation and has two years of industry experience. His prior work includes long-term involvement with Allen Tire Company and roles at Monro Inc and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning that covers various financial topics without implementation of recommendations. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan.”

Business ownership considerations
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