Brea, CA N. Brea Blvd Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

2

Of 3,164 advisors across 1,415 offices

Location

203 N. Brea Blvd

Brea CA 92821

Advisors at this office

2

Advisors at this office

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Matthew A

Series 66

Brea, CA

Thrivent Investment Management

Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

Business ownership considerations
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Bruce L

Series 66

Brea, CA

Thrivent Investment Management

Bruce Lien is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Brea, CA. He has three years of industry experience and has worked previously at American Fidelity and Randstad Holding. Outside of financial advising, he operates a laundry and dry cleaning business as a sole proprietor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated planning and managed-account option called WealthPlan, while maintaining separate services.

Business ownership considerations
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