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Alexander Oaks

Thrivent Investment Management Inc.

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About Alexander Oaks

Alexander Oaks is an investment advisor representative at Thrivent Investment Management Inc. Alexander has been in the securities industry since February 24, 2019. Alexander is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of Michigan. Alexander has been a financial professional for over 15 years and is a member of the Thrivent Financial team. Alexander is committed to providing excellent client service and helping individuals and families achieve their financial goals. Thrivent Investment Management Inc. is a registered investment advisor with the Securities and Exchange Commission.

Firm Information

Alexander Oaks 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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Alexander Oaks’s Registration & Firm History

MN

10/19/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MI

11/30/2018 - 06/23/2023

MORGAN STANLEY (Rochester MI)

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Licenses & Designations

BOTH

Issued 12/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Oaks.
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