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Eder E Perez

Thrivent Investment Management Inc.

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About Eder E Perez

Eder Perez is a financial advisor at Thrivent Investment Management Inc., with an office in Minneapolis, MN. Eder has been working in the financial services industry since 2020 and has a Series 63, Series 6TO, and SIE license. Prior to joining Thrivent, Eder was a financial advisor at Prudential Investment Management Services LLC. Eder's area of expertise includes individual investors and financial planning. Eder's current firm, Thrivent Investment Management Inc., serves a broad range of clients, including high-net-worth individuals, corporations, churches, and non-profit entities. The firm offers a variety of financial advisory services, including financial planning, portfolio management, and investment consulting.

Firm Information

Eder Perez 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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Eder Perez’s Registration & Firm History

MN

03/24/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

TX

06/29/2020 - 02/22/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (El Paso TX)

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Licenses & Designations

BC

Issued 09/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eder E Perez.
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