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Gene Lee Elder

Thrivent Investment Management Inc.

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About Gene Lee Elder

Gene Elder has been in the financial services industry since May 1999 and is currently registered with Thrivent Investment Management Inc. in Colorado, Oklahoma, and Texas. Gene is a registered investment advisor and holds multiple securities licenses. Gene has a strong background in financial planning and portfolio management for individuals. Gene has a focus on providing financial advice to individuals, corporations, and churches. Gene's firm, Thrivent Investment Management Inc., is a financial services company that provides investment management, financial planning, and insurance products.

Firm Information

Gene Elder 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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Gene Elder’s Registration & Firm History

CO

10/06/2014 - Present

Thrivent Investment Management Inc. (LOVELAND CO)

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Licenses & Designations

IA

Issued 12/18/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gene Lee Elder.
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