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Adam Daniel Julch

Thrivent Advisor Network, LLC

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About Adam Daniel Julch

Adam Julch is a financial advisor with over 10 years of experience in the industry. Adam is a Certified Financial Planner™ professional who specializes in providing financial planning services to individuals, families, and businesses. Adam is registered with Thrivent Advisor Network, LLC and Thrivent Investment Management, Inc., and holds Series 63, 66, and 7 licenses. Adam has a strong commitment to helping his clients achieve their financial goals.

Firm Information

Adam Julch is currently registered with Thrivent Advisor Network, LLC. Thrivent Advisor Network, LLC is an investment advisor based in Minneapolis, Minnesota. The firm has 120 licensed agents, 164 investment advisor representatives, and 96 registered representatives. They manage approximately $6.16 billion in regulatory assets under management. Thrivent Advisor Network, LLC provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Thrivent Advisor Network, LLC

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$6.16B

Assets Under Management

1,300

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Julch’s Registration & Firm History

NE

03/27/2023 - Present

Thrivent Advisor Network, LLC (OMAHA NE)

NE

08/26/2013 - 06/14/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Omaha NE)

MN

05/30/2001 - 02/11/2002

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Daniel Julch.
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