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Michael Jeff Fusi

Thrivent Investment Management Inc.

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About Michael Jeff Fusi

Michael Jeff Fusi is a financial advisor currently registered with Thrivent Investment Management Inc. Michael has been in the industry since July 25, 2019. Michael offers financial planning and portfolio management services to individuals and businesses. Michael has a wide range of experience in the financial services industry, having worked at several firms including Grove Point Investments, Llc and Fidelity Brokerage Services, Llc. Michael has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Michael Fusi 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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Michael Fusi’s Registration & Firm History

MN

12/06/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

VA

08/21/2023 - 10/31/2023

SIGNATURE ESTATE SECURITIES, INC. (Tysons VA)

VA

02/06/2023 - 08/24/2023

OSAIC WEALTH, INC. (TYSONS CORNER VA)

MD

12/22/2020 - 01/31/2023

GROVE POINT INVESTMENTS, LLC (Gaithersburg MD)

CO

04/04/2014 - 09/22/2015

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 03/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/02/2020

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jeff Fusi.
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