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Joshua Orie Malwitz

Thrivent Investment Management Inc.

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About Joshua Orie Malwitz

Joshua Malwitz is a financial advisor registered with Thrivent Investment Management Inc.. Joshua has been in the industry since August 12, 2004. Joshua's firm is based in Minneapolis, Minnesota. Joshua is registered with the state of Minnesota as a registered representative and investment advisor representative. Joshua is also registered as an investment advisor representative in Texas. Joshua has a Series 66 license and a Series 7 license. Joshua also has a SIE license. Joshua is a financial advisor that has been in the industry for many years and has a strong track record. Thrivent Investment Management Inc. is a firm that specializes in providing investment advice and financial planning services to individuals and families. Joshua's firm has a long history of providing quality financial services to its clients.

Firm Information

Joshua Malwitz 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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Joshua Malwitz’s Registration & Firm History

MN

07/27/2017 - Present

Thrivent Investment Management Inc. (LAKEVILLE MN)

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Licenses & Designations

BOTH

Issued 10/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Orie Malwitz.
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