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Robert A Monson

Thrivent Investment Management Inc.

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About Robert A Monson

Robert Monson is a financial advisor with Thrivent Investment Management Inc. Robert has been a registered representative since 2014. Robert has a Series 7, Series 66, and SIE license. Robert works with individuals, families, and businesses to create personalized financial plans that address their unique needs and goals. Robert's experience and expertise include helping clients with retirement planning, investment management, and estate planning. Thrivent Investment Management Inc. is a financial services company that provides investment management, retirement planning, and insurance products. The company has been in business for over 100 years and is committed to providing its clients with high-quality financial services.

Firm Information

Robert Monson 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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Robert Monson’s Registration & Firm History

MN

09/11/2019 - Present

Thrivent Investment Management Inc. (GOLDEN VALLEY MN)

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Licenses & Designations

BOTH

Issued 06/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert A Monson.
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