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Alan Joseph Metz

Thrivent Investment Management Inc.

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About Alan Joseph Metz

Alan Metz is a financial professional with over 20 years of experience in the financial services industry. Alan has a Series 6, 7, 63, and 66 license and is registered with Thrivent Investment Management Inc. as a Registered Representative. Alan holds the SIE designation and has been a board member for various organizations including Perry Lutheran Home, Gilbert Lutheran Church Foundation, and Sunny Heights Bed & Breakfast & Barn Venue. Alan has expertise in providing financial planning and portfolio management services to individuals and high-net-worth clients. Alan is committed to helping clients achieve their financial goals.

Firm Information

Alan Metz 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 Metz’s Registration & Firm History

IA

11/15/2016 - Present

Thrivent Investment Management Inc. (AMES IA)

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Licenses & Designations

BOTH

Issued 04/01/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1999

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 Joseph Metz.
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