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Mark Alan Gerler

Thrivent Investment Management Inc.

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About Mark Alan Gerler

Mark Alan Gerler is an investment advisor representative with Thrivent Investment Management Inc. He is based out of the St Charles, MO branch of the company. Mark Gerler has worked in the financial services industry since 1997 and has held a Series 6, 7, and 63 license. He is registered with the state of Illinois, and also with the state of Missouri. Mark Gerler specializes in providing financial planning, and portfolio management for individuals.

Firm Information

Mark Gerler 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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Mark Gerler’s Registration & Firm History

MO

11/03/2015 - Present

Thrivent Investment Management Inc. (St Charles MO)

MO

01/31/1997 - 12/03/2010

THRIVENT INVESTMENT MANAGEMENT INC. (SAINT CHARLES MO)

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Licenses & Designations

BOTH

Issued 10/31/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Alan Gerler. Review regulatory record here.
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