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Phillip Joel Ristvedt

Thrivent Investment Management Inc.

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About Phillip Joel Ristvedt

Phillip Joel Ristvedt is a registered investment advisor with Thrivent Investment Management Inc. in Omaha, Nebraska. Phillip has been in the industry since September 2005 and has passed the Series 7, Series 63, and Series 66 exams. Phillip has a current registration with FINRA and has been registered with the state of Nebraska as a Registered Representative and Investment Advisor Representative since 2005. Phillip is also registered with the state of Texas as an Investment Advisor Representative. Phillip specializes in financial planning and portfolio management for individuals and is active with the firm in the provision of financial planning services. Phillip is also the Treasurer for Zion Evangelical Lutheran Church.

Firm Information

Phillip Ristvedt 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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Phillip Ristvedt’s Registration & Firm History

NE

10/02/2019 - Present

Thrivent Investment Management Inc. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 12/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Joel Ristvedt.
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