Temecula, CA Via Industria Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,292,497,010
ClientsTotal clients
124,646
AdvisorsAdvisors at this office
3
Of 3,164 advisors across 1,415 offices
Location
27280 Via Industria
Temecula CA 92590
Advisors at this office
3
Advisors at this office
Brett M
Series 66
Temecula, CA
Thrivent Investment Management
Brett Mallette is a financial advisor with Thrivent Investment Management in Temecula, CA, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Thrivent Financial, The Vanguard Group, and Redeem Wealth Management, as well as nearly a decade with Paradise Valley Unified School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separate planning and portfolio management services.
Michael M
CFP®, Series 63, Series 66
Temecula, CA
Thrivent Investment Management
Michael Martin is a CFP® professional with 14 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial since 2019, following prior roles at Charles Schwab and LearnVest, Inc. He is based in Temecula, CA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based planning without discretionary trading authority and combines planning with managed-account programs through its WealthPlan option.
William B
CFP®, Series 63, Series 66
Temecula, CA
Thrivent Investment Management
William Bohmer is a CFP® professional with 30 years of experience, currently serving at Thrivent Investment Management since 2002. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the treasurer of the Make A Difference Foundation, participating in project decision-making to assist individuals and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses and written recommendations on various financial topics, with planning services separate from managed accounts and implementation.
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