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Brandy Rose Simpson

Thrivent Investment Management Inc.

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About Brandy Rose Simpson

Brandy Rose Simpson is a registered investment advisor representative with Thrivent Investment Management Inc. Brandy is registered in Arizona, Delaware, Minnesota, Montana, North Dakota and has been in the industry since March 24, 2014. Brandy has a Series 63, Series 65, Series 7 and SIE license. Brandy has over 7 years of experience working in the financial services industry, first at Thrivent Financial and then at Thrivent Investment Management Inc. Thrivent Investment Management Inc. provides a number of advisory services to their clients including portfolio management for individuals and financial planning.

Firm Information

Brandy Simpson 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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Brandy Simpson’s Registration & Firm History

ND

02/11/2017 - Present

Thrivent Investment Management Inc. (Bottineau ND)

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Licenses & Designations

IA

Issued 02/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandy Rose Simpson.
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