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Gary C Breau

Thrivent Investment Management Inc.

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About Gary C Breau

Gary C. Breau is a financial advisor at Thrivent Investment Management Inc. in Appleton, Wisconsin. Gary has been in the financial services industry since 1998. Gary holds the Series 6, 7, and 63 securities licenses, as well as the SIE exam. Gary has previously worked at Commonwealth Financial Network, TD Ameritrade, Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Gary specializes in Financial Planning and Portfolio Management for Individuals.

Firm Information

Gary Breau 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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Gary Breau’s Registration & Firm History

WI

09/15/2021 - Present

Thrivent Investment Management Inc. (APPLETON WI)

CA

05/16/2018 - 01/27/2021

COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)

CA

05/03/2018 - 05/12/2018

TD AMERITRADE, INC. (SAN DIEGO CA)

RI

08/22/2007 - 11/03/2017

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

05/21/2004 - 07/09/2007

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

02/13/1997 - 05/21/2004

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 03/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary C Breau.
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