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Lance Gerald Kroesch

Thrivent Investment Management Inc.

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About Lance Gerald Kroesch

Lance Gerald Kroesch is a financial advisor at Thrivent Investment Management Inc. Lance has been in the industry since 2000 and has a Series 6, 7, and 66 license. Lance also holds the SIE designation. He is registered in Arkansas, Illinois, Kansas, Minnesota, Nebraska, New Mexico, and Texas. He has experience working with individuals, corporations, and other businesses. Lance specializes in financial planning and portfolio management for individuals. He provides a range of services, including portfolio management, financial planning, and investment advisory services. Lance is dedicated to helping clients achieve their financial goals.

Firm Information

Lance Kroesch 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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Lance Kroesch’s Registration & Firm History

TX

01/29/2004 - Present

Thrivent Investment Management Inc. (GEORGETOWN TX)

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Licenses & Designations

BOTH

Issued 05/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/25/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lance Gerald Kroesch. Review regulatory record here.
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