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Julie S Pressnell

Thrivent Investment Management Inc.

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About Julie S Pressnell

Julie Pressnell is a financial advisor with Thrivent Investment Management Inc., a firm that manages over $14.8 billion in client assets. Julie has been in the financial industry since 2013 and holds Series 7 and 66 licenses. Julie is registered with the state of Colorado and provides financial planning and portfolio management services to individual and institutional clients. She has a passion for helping individuals and families achieve their financial goals. Julie is committed to providing personalized advice and guidance to help her clients make informed decisions about their financial future.

Firm Information

Julie Pressnell 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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Julie Pressnell’s Registration & Firm History

CO

08/11/2023 - Present

Thrivent Investment Management Inc. (Colorado Springs CO)

FL

08/24/2015 - 12/22/2021

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

05/08/2013 - 08/20/2015

MORGAN STANLEY (CLEARWATER FL)

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Licenses & Designations

BOTH

Issued 07/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie S Pressnell.
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