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Brooke McNerny

Thrivent Investment Management Inc.

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About Brooke McNerny

Brooke McNerny is a registered investment advisor representative with Thrivent Investment Management Inc. Brooke McNerny has been in the industry since 2023. Brooke McNerny is registered to offer investment advice in Arizona, Colorado and Wisconsin. Brooke McNerny is a financial advisor with Thrivent Investment Management Inc., serving clients in the Cedarburg, WI and Fort Collins, CO areas. Brooke McNerny offers investment advice in the areas of financial planning and portfolio management for individuals. Brooke McNerny's previous employment includes roles at Charles Schwab & Co., Inc. in Phoenix, AZ and Mayo Clinic Scottsdale in Phoenix, AZ.

Firm Information

Brooke McNerny 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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Brooke McNerny’s Registration & Firm History

WI

09/27/2024 - Present

Thrivent Investment Management Inc. (Cedarburg WI)

AZ

04/10/2023 - 04/04/2024

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 04/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brooke McNerny.
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