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Eric David Gilbertson

Thrivent Investment Management Inc.

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About Eric David Gilbertson

Eric Gilbertson is a financial advisor associated with Thrivent Investment Management Inc., based in Minneapolis, Minnesota. Eric is licensed to provide financial advice in several states, including Colorado, Oklahoma, Texas, and the District of Columbia. Eric's financial advisor career spans over 4 years, with previous experience at T. Rowe Price Investment Services, Inc. and Transamerica Investors Securities Corporation.

Firm Information

Eric Gilbertson 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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Eric Gilbertson’s Registration & Firm History

MN

10/27/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

NY

05/10/2023 - 10/10/2023

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

CO

02/14/2019 - 05/08/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Colorado Springs CO)

CO

09/21/2018 - 11/05/2018

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 04/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric David Gilbertson.
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