Vista, CA S Melrose Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

2

Of 3,164 advisors across 1,415 offices

Location

450 S Melrose

Vista CA 92081

Advisors at this office

2

Advisors at this office

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Robert C

Series 63, Series 66

Vista, CA

Thrivent Investment Management

Robert Crane is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Crane serves as Secretary for the San Diego Adult Baseball League Charity for Kids, a nonprofit supporting adult baseball players and youth programs in underprivileged areas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services.

Business ownership considerations
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Robert B

Series 66

Vista, CA

Thrivent Investment Management

Robert Briones is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2011. Outside of his advisory role, he owns and operates a part-time custom woodworking business, creating furniture and decor for private clients and public sale. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering broad financial planning without portfolio management for institutional clients. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under separate billing.

Business ownership considerations
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