Los Angeles, CA Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

2

Of 3,164 advisors across 1,415 offices

Location

Los Angeles CA

Advisors at this office

2

Advisors at this office

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Reece R

Series 66

Los Angeles, CA

Thrivent Investment Management

Reece Roubic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Fund Evaluation Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of topics including retirement, tax, and estate planning. The firm emphasizes goal-based analyses and periodic reviews, delivering planning and managed-account services separately.

Business ownership considerations
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Jonathan P

Series 63, Series 65

Los Angeles, CA

Thrivent Investment Management

Jonathan Park is a financial advisor with Thrivent Investment Management in Los Angeles, California, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Janus Cam from 2013 to 2019 before joining Thrivent. Outside his advisory role, he manages operations for an Airbnb rental through his LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and broad financial planning recommendations without discretionary trading authority. The firm offers combined planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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