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Charmin Erickson

Thrivent Investment Management Inc.

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About Charmin Erickson

Charmin Erickson is a registered investment advisor representative with Thrivent Investment Management Inc. Charmin has been in the industry for over 10 years and holds Series 66, Series 7TO and SIE licenses. Charmin's current registration in Minnesota and her active registrations in Arizona and South Dakota are all in the broker-dealer scope. Charmin provides financial planning and portfolio management services for individuals. In addition to Thrivent Investment Management Inc., Charmin has previous experience working at Red Oak Elementary - ISD 720, Mary Kay, Modere, and Thrivent Financial.

Firm Information

Charmin Erickson 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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Charmin Erickson’s Registration & Firm History

MN

05/31/2024 - Present

Thrivent Investment Management Inc. (Burnsville MN)

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Licenses & Designations

BOTH

Issued 05/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charmin Erickson.
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