linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Melissa Ann Swanson

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melissa? Claim Your Profile

About Melissa Ann Swanson

Melissa Swanson is a financial advisor with Thrivent Investment Management Inc. Melissa has been a financial advisor since 1997 and has a strong background in helping individuals and families reach their financial goals. Melissa Swanson is a Series 6, 7, 24, 63 and 65 licensed advisor. Melissa Swanson is a registered representative of Thrivent Investment Management Inc. and is also registered as an Investment Advisor Representative. Melissa Swanson has held previous roles with Lutheran Brotherhood Securities Corp. and Nationwide Advisory Services, Inc.

Firm Information

Melissa Swanson 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melissa Swanson’s Registration & Firm History

MN

12/20/2013 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

07/01/2002 - 12/19/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

07/10/1997 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

OH

02/12/1997 - 07/09/1997

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

Not sure if Melissa Ann Swanson is right for you?

Licenses & Designations

IA

Issued 07/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann Swanson.
Not sure if Melissa Ann Swanson is right for you?