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Phillip Recardo Gaillard

Thrivent Investment Management Inc.

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About Phillip Recardo Gaillard

Phillip Gaillard is a financial advisor with Thrivent Investment Management Inc. Phillip has over 16 years of experience in the financial services industry. Phillip is registered to provide investment advice in 51 states, as well as the District of Columbia and Oklahoma. Phillip specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Phillip Gaillard 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 Gaillard’s Registration & Firm History

MN

03/26/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

SC

10/19/2023 - 03/11/2024

EQUITABLE ADVISORS, LLC (CONWAY SC)

SC

09/06/2017 - 09/01/2023

EDWARD JONES (PAWLEYS ISLAND SC)

SC

07/20/2007 - 09/04/2009

WELLS FARGO ADVISORS, LLC (GEORGETOWN SC)

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Licenses & Designations

BOTH

Issued 11/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Recardo Gaillard.
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