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Michael William Mathey

Thrivent Advisor Network, LLC

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About Michael William Mathey

Michael William Mathey is a financial advisor with Thrivent Advisor Network, LLC. Michael has been in the industry for 1 year and is registered in Illinois. Michael is a Registered Representative with Thrivent Advisor Network, LLC. Michael has a Series 66 and Series 7TO license. Prior to joining Thrivent Advisor Network, LLC, Michael worked as a financial advisor for Purshe Kaplan Sterling Investments. Michael has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations.

Firm Information

Michael Mathey is currently registered with Thrivent Advisor Network, LLC. Thrivent Advisor Network, LLC is an investment advisor based in Minneapolis, Minnesota. The firm has 120 licensed agents, 164 investment advisor representatives, and 96 registered representatives. They manage approximately $6.16 billion in regulatory assets under management. Thrivent Advisor Network, LLC provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Thrivent Advisor Network, LLC

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$6.16B

Assets Under Management

1,300

Total Clients

129

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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 Mathey’s Registration & Firm History

MN

08/30/2023 - Present

Thrivent Advisor Network, LLC (MINNEAPOLIS MN)

IL

07/28/2022 - 08/05/2024

PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)

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Licenses & Designations

BOTH

Issued 07/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2022

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael William Mathey.
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