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Paul Clifton Sweet

Thrivent Investment Management Inc.

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About Paul Clifton Sweet

Paul Clifton Sweet is an investment advisor representative at Thrivent Investment Management Inc. Paul has been in the financial services industry for over 1 year. Paul is registered in 51 states, the District of Columbia, and Oklahoma as an investment advisor representative and has the following licenses: Series 66, Series 7TO, and SIE. Paul has worked at both Pruco Securities, LLC. and Thrivent Investment Management Inc. The advisor's current firm, Thrivent Investment Management Inc., manages approximately $14.8 billion in assets and primarily services individuals, high-net-worth individuals, churches and non-profit sharing retirement accounts, and corporations or other businesses. The firm's advisory services include financial planning and portfolio management for individuals.

Firm Information

Paul Sweet 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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Paul Sweet’s Registration & Firm History

MN

08/14/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MS

07/25/2023 - 05/14/2024

PRUCO SECURITIES, LLC. (Ridgeland MS)

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Licenses & Designations

BOTH

Issued 09/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Clifton Sweet.
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