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Alan Jeffrey Walp

Thrivent Investment Management Inc.

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About Alan Jeffrey Walp

Alan Walp is a financial advisor who has been in the industry since June 18, 2016. Alan is currently registered with Thrivent Investment Management Inc. and is licensed to sell securities in Connecticut, California, New Jersey, New York and Pennsylvania. Alan has been registered with PFS INVESTMENTS INC. in the past. Alan has a Series 6, Series 7TO, Series 63 and Series 66 license. Alan specializes in investment advisory services for individuals and financial planning. Alan is also a commissioner with the Brookfield Economic Development Commission, which focuses on the quality and sustainable growth of the town of Brookfield, Connecticut.

Firm Information

Alan Walp 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Alan Walp’s Registration & Firm History

CT

05/11/2021 - Present

Thrivent Investment Management Inc. (Brookfield CT)

CT

02/10/2012 - 12/05/2016

PFS INVESTMENTS INC. (BETHEL CT)

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Licenses & Designations

BOTH

Issued 05/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/20/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Jeffrey Walp.
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