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Harold R Rilling

Thrivent Investment Management Inc.

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About Harold R Rilling

Harold Rilling is a financial professional with over 20 years of experience in the industry. Harold is currently registered with Thrivent Investment Management Inc., a company based in Minneapolis, MN. Before joining Thrivent, Harold was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT, and JPMorgan Securities LLC in Providence, RI. Harold holds a Series 7TO, Series 63 and Series 66 license. Harold is committed to providing clients with a personalized approach to financial planning and investment management.

Firm Information

Harold Rilling 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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Harold Rilling’s Registration & Firm History

MN

11/21/2022 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

CT

05/04/2020 - 12/22/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)

RI

08/19/2019 - 12/04/2019

J.P. MORGAN SECURITIES LLC (Providence RI)

NY

10/13/2000 - 08/31/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold R Rilling.
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