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Melanie Morat

Thrivent Investment Management Inc.

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About Melanie Morat

Melanie Morat is an investment advisor representative at Thrivent Investment Management Inc., with over 5 years of experience in the industry. Melanie has a Series 66, Series 63, SIE and Series 7 licenses. She is registered to offer investment advice in Arizona, California, Texas and Washington. Melanie specializes in financial planning, portfolio management for individuals and has experience working with churches and non-profit sharing retirement accounts, corporations or other businesses, high net worth individuals and individuals other than high net worth. Melanie is dedicated to helping her clients achieve their financial goals.

Firm Information

Melanie Morat 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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Melanie Morat’s Registration & Firm History

CA

01/12/2023 - Present

Thrivent Investment Management Inc. (Folsom CA)

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Licenses & Designations

BOTH

Issued 01/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Morat.
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