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Brian Finlayson

Thrivent Investment Management Inc.

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About Brian Finlayson

Brian Finlayson is a registered investment advisor representative with Thrivent Investment Management Inc. Brian has been in the industry since 2008. Brian is licensed in Colorado, Missouri, Oregon, and Wyoming. Brian has passed Series 66 and 63 exams in addition to the SIE and Series 7. Thrivent Investment Management Inc. is a firm headquartered in Minneapolis, Minnesota. Thrivent specializes in financial planning and portfolio management for individuals. The firm manages a range of assets for individual clients, including those in the high-net-worth category. The firm also manages assets for businesses, churches and non-profit sharing retirement accounts. Thrivent Investment Management Inc. is a fee-based firm.

Firm Information

Brian Finlayson 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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Brian Finlayson’s Registration & Firm History

CO

06/28/2019 - Present

Thrivent Investment Management Inc. (Greenwood Village CO)

CO

08/20/2008 - 06/03/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BOTH

Issued 06/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Finlayson.
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