linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bart Thomas Malcomson

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bart? Claim Your Profile

About Bart Thomas Malcomson

Bart Thomas Malcomson is a registered representative with Thrivent Investment Management Inc., with 28 years of experience in the financial services industry. Bart is a Series 7, Series 6, Series 63, and Series 65 licensed professional. Bart is based in Appleton, Wisconsin, but also has a branch office location in Kaukauna, Wisconsin. Bart's current employment began in 2005. Bart has also held previous positions at Lutheran Brotherhood Securities Corp., and Thrivent Investment Management Inc.

Firm Information

Bart Malcomson 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bart Malcomson’s Registration & Firm History

WI

04/29/2005 - Present

Thrivent Investment Management Inc. (APPLETON WI)

MN

09/28/1994 - 12/03/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

02/01/1994 - 08/15/1994

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

Not sure if Bart Thomas Malcomson is right for you?

Licenses & Designations

IA

Issued 04/18/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bart Thomas Malcomson.
Not sure if Bart Thomas Malcomson is right for you?