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Matthew Richard Forsman

Thrivent Investment Management Inc.

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About Matthew Richard Forsman

Matthew Richard Forsman is a financial advisor with over 15 years of experience in the industry. Matthew is a Registered Representative and Investment Advisor Representative, licensed in multiple states. Matthew is associated with Thrivent Investment Management Inc., and is registered with FINRA. Matthew provides a variety of financial services including financial planning and portfolio management. Matthew has a strong commitment to providing personalized financial guidance to help individuals and families achieve their financial goals.

Firm Information

Matthew Forsman 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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Matthew Forsman’s Registration & Firm History

MN

08/30/2019 - Present

Thrivent Investment Management Inc. (Bloomington MN)

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Licenses & Designations

BOTH

Issued 07/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Richard Forsman.
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