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Brenda Mae Carlson

Thrivent Investment Management Inc.

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About Brenda Mae Carlson

Brenda Carlson is a financial advisor with Thrivent Investment Management Inc. Brenda has over 20 years of experience in the financial industry and has been registered with the state of Minnesota since 1997. Brenda is also a Registered Representative and Investment Advisor Representative. Brenda specializes in working with individuals, high-net-worth individuals, churches, corporations, and other businesses. Brenda offers financial planning and portfolio management services.

Firm Information

Brenda Carlson 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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Brenda Carlson’s Registration & Firm History

MN

09/18/2015 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

04/25/2012 - 03/16/2015

LPL FINANCIAL LLC (PLYMOUTH MN)

MN

08/29/2002 - 04/25/2012

COMMONWEALTH FINANCIAL NETWORK (MAPLE GROVE MN)

TX

04/01/2002 - 09/11/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

MN

04/02/1997 - 04/01/2002

MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brenda Mae Carlson.
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