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Richard David Wolf

Thrivent Investment Management Inc.

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About Richard David Wolf

Richard Wolf is a financial advisor with over 40 years of experience in the industry. Richard is currently registered with Thrivent Investment Management Inc. and is licensed to provide financial advice in Florida, Kentucky, Minnesota and Wisconsin. Richard specializes in investments and financial planning. Richard was previously employed with Lutheran Brotherhood Securities Corp. in Minneapolis, MN. Richard holds the Series 6, Series 22 and Series 63 licenses as well as the SIE exam.

Firm Information

Richard Wolf 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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Richard Wolf’s Registration & Firm History

WI

07/01/2002 - Present

Thrivent Investment Management Inc. (MUSKEGO WI)

MN

01/05/1982 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/06/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/15/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard David Wolf. Review regulatory record here.
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