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Breanna Estrada

Thrivent Investment Management Inc.

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About Breanna Estrada

Breanna Estrada is a financial professional with a passion for helping clients achieve their financial goals. With over six years of experience in the industry, Breanna has a strong understanding of investment strategies and financial planning. Breanna is registered to provide securities and advisory services through Thrivent Investment Management Inc., a firm with a long history of providing financial guidance to individuals, families, and organizations. Breanna is committed to providing personalized financial advice and working with clients to develop a plan that meets their unique needs.

Firm Information

Breanna Estrada 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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Breanna Estrada’s Registration & Firm History

WI

08/01/2023 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

10/06/2017 - 04/13/2023

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

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Licenses & Designations

BC

Issued 10/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Breanna Estrada.
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