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Mathew J Benson

Thrivent Investment Management Inc.

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About Mathew J Benson

Mathew Benson is a financial advisor who has been working in the industry since 2013. Mathew is currently registered with Thrivent Investment Management Inc. in Arizona and Minnesota. Before joining Thrivent, Mathew worked at Fidelity Brokerage Services LLC and NYLIFE SECURITIES LLC. Mathew is committed to providing his clients with financial planning and investment advice that is tailored to their specific needs.

Firm Information

Mathew Benson 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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Mathew Benson’s Registration & Firm History

MN

09/18/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

AZ

05/11/2017 - 10/11/2021

FIDELITY BROKERAGE SERVICES LLC (TUCSON AZ)

AZ

01/02/2014 - 03/30/2017

NYLIFE SECURITIES LLC (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 04/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/30/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mathew J Benson. Review regulatory record here.
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