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Andrew James Roberts

Thrivent Investment Management Inc.

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About Andrew James Roberts

Andrew Roberts is a financial advisor registered with Thrivent Investment Management Inc. Andrew Roberts has over 10 years of experience in the financial services industry. Andrew Roberts is a licensed investment advisor representative, and holds Series 7 and Series 66 licenses. Andrew Roberts has also earned the Securities Industry Essentials (SIE) certification. Andrew Roberts has been associated with Thrivent Investment Management Inc. since May 2022. Prior to that, Andrew Roberts was registered with Edward Jones and Securities America, Inc. Andrew Roberts is registered to provide investment advice in Alaska, Florida, Iowa, Michigan, Minnesota, North Dakota, and Wisconsin. Andrew Roberts's specializations include financial planning and portfolio management for individuals.

Firm Information

Andrew Roberts 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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Andrew Roberts’s Registration & Firm History

MN

05/25/2022 - Present

Thrivent Investment Management Inc. (Rochester MN)

MN

06/20/2019 - 05/19/2022

SECURITIES AMERICA, INC. (ROCHESTER MN)

MN

07/20/2012 - 06/21/2019

EDWARD JONES (ROCHESTER MN)

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Licenses & Designations

BOTH

Issued 08/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew James Roberts.
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