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Carlos Anthony Escobar

Thrivent Investment Management Inc.

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About Carlos Anthony Escobar

Carlos Escobar is a registered representative with Thrivent Investment Management Inc. Carlos has been in the securities industry since 2016. Carlos holds a Series 66 license through the state of Illinois and is also registered in Colorado, Florida, Georgia, Indiana, Iowa, New York, Ohio, Oklahoma, Tennessee, and Texas. Carlos is a registered investment advisor representative in Illinois, Oklahoma, and Texas. Carlos has several years of experience at Thrivent Financial, beginning in 2014. He has a current position at Thrivent Investment Management Inc in Morton, IL, a branch of the firm. Carlos has completed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66).

Firm Information

Carlos Escobar 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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Carlos Escobar’s Registration & Firm History

IL

06/12/2019 - Present

Thrivent Investment Management Inc. (Morton IL)

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Licenses & Designations

BOTH

Issued 03/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Anthony Escobar.
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