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Eric Witchell Ogden

Thrivent Investment Management Inc.

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About Eric Witchell Ogden

Eric Ogden is a financial professional with over 20 years of experience in the financial services industry. Eric is currently registered with Thrivent Investment Management Inc. and has previously held positions with LPL FINANCIAL LLC, Raymond James & Associates, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Eric holds Series 6, 7, and 63 licenses, as well as the SIE exam. Eric specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, churches, non-profit organizations, corporations and other businesses.

Firm Information

Eric Ogden 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 Ogden’s Registration & Firm History

WI

09/10/2021 - Present

Thrivent Investment Management Inc. (APPLETON WI)

SC

02/21/2017 - 09/30/2019

LPL FINANCIAL LLC (FORT MILL SC)

FL

05/15/1997 - 10/03/2014

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MA

05/28/1996 - 10/27/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/28/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 05/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/24/1996

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 Witchell Ogden.
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