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Melissa Kay Hofmeister

Thrivent Investment Management Inc.

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About Melissa Kay Hofmeister

Melissa Kay Hofmeister is a financial advisor at Thrivent Investment Management Inc.. Melissa has been in the financial services industry since February 2, 2017 and is licensed in 14 states. Melissa is a registered representative with FINRA and is also registered with the state of Wisconsin as an investment advisor representative. Melissa has a Series 66 and Series 7 license as well as the SIE exam. Melissa is able to provide a wide range of financial services to individuals, families, and businesses. Some of the services that Melissa offers include financial planning, investment management, and retirement planning.

Firm Information

Melissa Hofmeister 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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Melissa Hofmeister’s Registration & Firm History

WI

02/27/2017 - Present

Thrivent Investment Management Inc. (MUSKEGO WI)

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Licenses & Designations

BOTH

Issued 02/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Kay Hofmeister.
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