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Francis Walter Szarejko

Thrivent Investment Management Inc.

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About Francis Walter Szarejko

Francis Walter Szarejko is a financial advisor with over 35 years of experience. He is currently registered with Thrivent Investment Management Inc. and has been with the firm since 2002. Francis is also registered as an Investment Advisor Representative in Kansas and Missouri. He has a broad range of experience, including working for Lutheran Brotherhood Securities Corp. Francis is committed to helping individuals and families achieve their financial goals. He offers a variety of services, including financial planning and portfolio management. Francis is also a Chartered Financial Consultant.

Firm Information

Francis Szarejko 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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Francis Szarejko’s Registration & Firm History

MO

12/17/2007 - Present

Thrivent Investment Management Inc. (Kansas City MO)

MN

06/24/1986 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francis Walter Szarejko.
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