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Anatoliy Anatolievich Lutsik

Thrivent Investment Management Inc.

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About Anatoliy Anatolievich Lutsik

Anatoliy Lutsik is an investment advisor with Thrivent Investment Management Inc. Anatoliy has been in the industry since 2016. Anatoliy has been registered with Thrivent Investment Management Inc. since September 2022, and has worked at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Truist Investment Services, Inc. Anatoliy has passed the Series 7, Series 63, and Series 65 exams. Anatoliy offers investment advisory services to individuals, businesses, and institutions.

Firm Information

Anatoliy Lutsik 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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Anatoliy Lutsik’s Registration & Firm History

VA

09/29/2022 - Present

Thrivent Investment Management Inc. (Reston VA)

DC

03/29/2021 - 12/23/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

VA

06/07/2017 - 03/16/2021

TRUIST INVESTMENT SERVICES, INC. (ARLINGTON VA)

MD

04/11/2016 - 05/09/2017

PNC INVESTMENTS (GERMANTOWN MD)

MD

07/01/2015 - 12/21/2015

FORESIDE FUND SERVICES, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 07/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anatoliy Anatolievich Lutsik.
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