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Clift Lamont Roach

Thrivent Investment Management Inc.

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About Clift Lamont Roach

Clift Lamont Roach is a registered representative with Thrivent Investment Management Inc. located in Detroit, MI. Clift has been in the financial services industry since January 30, 2022 and has previously been associated with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Clift holds the Series 7, 63 and 66 securities licenses. Clift specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Clift Roach 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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Clift Roach’s Registration & Firm History

MI

07/03/2024 - Present

Thrivent Investment Management Inc. (Detroit MI)

MI

02/16/2023 - 03/27/2024

MML INVESTORS SERVICES, LLC (Southfield MI)

MI

09/20/2021 - 10/19/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

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Licenses & Designations

BOTH

Issued 05/04/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clift Lamont Roach.
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