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Lisa Dorothy Berg

Thrivent Investment Management Inc.

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About Lisa Dorothy Berg

Lisa Dorothy Berg has been in the financial industry since 2001 and is currently registered with Thrivent Investment Management Inc. in Glenwood, Minnesota. Lisa has experience with Securities America, Inc., Fintegra, LLC., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Lisa is a Series 7 and Series 66 licensed representative. She has a broad experience in the financial services industry and is dedicated to helping clients achieve their financial goals.

Firm Information

Lisa Berg 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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Lisa Berg’s Registration & Firm History

MN

03/11/2019 - Present

Thrivent Investment Management Inc. (Glenwood MN)

MN

07/22/2015 - 03/04/2019

SECURITIES AMERICA, INC. (GLENWOOD MN)

MN

05/07/2015 - 07/27/2015

FINTEGRA, LLC (GLENWOOD MN)

MN

09/13/2001 - 04/07/2015

AMERIPRISE FINANCIAL SERVICES, INC. (ALEXANDRIA MN)

MN

09/13/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Dorothy Berg.
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