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Alan Marvin Iverson

Thrivent Investment Management Inc.

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About Alan Marvin Iverson

Alan Marvin Iverson is a registered representative with Thrivent Investment Management Inc. Alan Marvin Iverson has been in the industry since 2023. Alan Marvin Iverson is licensed to sell securities in Minnesota. Alan Marvin Iverson is also registered as an Investment Advisor Representative. Alan Marvin Iverson has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Alan Marvin Iverson currently works in the Alexandria, MN office of Thrivent Investment Management Inc. Alan Marvin Iverson is affiliated with Thrivent Investment Management Inc. Alan Marvin Iverson specializes in portfolio management for individuals and provides financial planning services.

Firm Information

Alan Iverson 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 Iverson’s Registration & Firm History

MN

09/09/2024 - Present

Thrivent Investment Management Inc. (Alexandria MN)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Marvin Iverson.
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