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Manuel Louis Soliz

Thrivent Investment Management Inc.

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About Manuel Louis Soliz

Manuel Soliz is an investment advisor representative registered with Thrivent Investment Management Inc. Manuel has been in the industry since 1998 and holds the Series 63, Series 65, Series 7 and SIE licenses. His career has included positions with CHARLES SCHWAB & CO., INC., FIDELITY BROKERAGE SERVICES LLC, and PRUDENTIAL SECURITIES INCORPORATED. Manuel is registered in several states including California, Texas, Oregon, Washington, Nevada, Arizona, Arkansas, Colorado, South Dakota and Virginia. Manuel Soliz and Thrivent Investment Management Inc. offer a variety of advisory services to individuals, high net worth individuals, corporations and other businesses, churches and non-profit sharing retirement accounts.

Firm Information

Manuel Soliz 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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Manuel Soliz’s Registration & Firm History

CA

05/07/2015 - Present

Thrivent Investment Management Inc. (WALNUT CREEK CA)

CA

07/07/2005 - 11/19/2008

CHARLES SCHWAB & CO., INC. (WALNUT CREEK CA)

RI

11/15/2000 - 07/01/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

03/06/1998 - 10/26/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Manuel Louis Soliz.
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