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Deidre Tomczak

Thrivent Investment Management Inc.

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About Deidre Tomczak

Deidre Tomczak is a financial advisor with Thrivent Investment Management Inc. Deidre has been in the financial industry since June 5, 2017. Deidre is registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Investment Advisor (RIA). Deidre has Series 6, 7TO, 63, and 65 licenses. Deidre is also registered to offer securities and investment advisory services in 51 states and the District of Columbia. Deidre is affiliated with the Minneapolis office of Thrivent Investment Management Inc.

Firm Information

Deidre Tomczak 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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Deidre Tomczak’s Registration & Firm History

MN

02/02/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

06/05/2017 - 06/03/2019

WELLS FARGO CLEARING SERVICES, LLC (MAPLE GROVE MN)

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Licenses & Designations

IA

Issued 04/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deidre Tomczak.
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