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Joseph Paul Stepanek

Thrivent Investment Management Inc.

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About Joseph Paul Stepanek

Joseph Stepanek is a financial advisor with Thrivent Investment Management Inc. based in Andover, Minnesota. Joseph has been in the industry since 1995 and has experience in providing financial advice to a variety of clients, including individuals, families, and businesses. Joseph specializes in helping clients with their retirement planning, investment management, and insurance needs. Joseph holds the Series 6, 7, 63 and 66 licenses and is registered with FINRA and the state of Minnesota.

Firm Information

Joseph Stepanek 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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Joseph Stepanek’s Registration & Firm History

MN

12/20/2013 - Present

Thrivent Investment Management Inc. (Andover MN)

MN

08/30/1995 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/29/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Paul Stepanek.
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