linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Simpson

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Simpson

Adam Simpson is a financial professional with experience in the financial services industry. Adam is currently registered with Thrivent Investment Management Inc. and is licensed to provide investment advice in North Carolina, Texas, Virginia and West Virginia. Adam has successfully completed the Series 66, Series 7TO and SIE exams. Adam's registrations are currently active with both FINRA and state regulators. Adam is specialized in providing financial planning and portfolio management services to individuals. Prior to working with Thrivent Investment Management Inc, Adam held positions with Riverwood Elementary. Adam also held positions at Thrivent Financial in Appleton, Wisconsin. Adam is committed to providing high quality financial advice to help clients reach their financial goals.

Firm Information

Adam Simpson is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Simpson’s Registration & Firm History

NC

10/07/2021 - Present

Thrivent Investment Management Inc. (Kenly NC)

Not sure if Adam Simpson is right for you?

Licenses & Designations

BOTH

Issued 10/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Simpson.
Not sure if Adam Simpson is right for you?