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Rebecca A Montoya

Thrivent Investment Management Inc.

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About Rebecca A Montoya

Rebecca Montoya is a registered representative of Thrivent Investment Management Inc. and has been in the industry since January 2015. Rebecca has experience with Charles Schwab & Co., Inc., Charles Schwab Bank, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Thrivent Investment Management Inc. Rebecca is registered in Texas, Oklahoma and the District of Columbia.

Firm Information

Rebecca Montoya 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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Rebecca Montoya’s Registration & Firm History

MN

12/26/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca A Montoya.
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