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Olivia M Lupfer

Thrivent Investment Management Inc.

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About Olivia M Lupfer

Olivia M Lupfer is a registered representative with Thrivent Investment Management Inc. Olivia has been in the securities industry for over 5 years. Olivia has a Series 66 license, a Series 7 license, and a SIE license. Olivia's previous employers include Moloney Securities Co., Inc. and First Heartland Capital, Inc.. Olivia is a financial advisor specializing in retirement planning and portfolio management for individuals. Olivia has worked at Thrivent Investment Management Inc. since April 2024. Olivia also has experience working at Austin Machine and Remax Vision.

Firm Information

Olivia Lupfer 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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Olivia Lupfer’s Registration & Firm History

MN

04/12/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MO

08/03/2020 - 03/20/2024

MOLONEY SECURITIES CO., INC. (MANCHESTER MO)

MO

11/14/2018 - 07/30/2020

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Olivia M Lupfer.
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