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Philip Henry Oestreich

Thrivent Investment Management Inc.

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About Philip Henry Oestreich

Philip Henry Oestreich is a financial advisor with Thrivent Investment Management Inc. based in Brenham, Texas. Philip has been in the industry since 2006 and has extensive experience in financial planning and portfolio management for individuals. Philip holds the Series 7, 31, 63, and 65 securities licenses and is registered in Texas, Arizona and Florida.

Firm Information

Philip Oestreich 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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Philip Oestreich’s Registration & Firm History

TX

10/30/2008 - Present

Thrivent Investment Management Inc. (Brenham TX)

TX

08/11/2008 - 10/14/2008

AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)

SC

12/15/1997 - 06/30/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

09/13/1996 - 12/04/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/29/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/03/1996

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Philip Henry Oestreich. Review regulatory record here.
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