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Robert Charles Hoffman

Thrivent Investment Management Inc.

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About Robert Charles Hoffman

Robert Charles Hoffman is a financial advisor with over 20 years of experience in the industry. Robert currently works at Thrivent Investment Management Inc. in Medina, OH. Robert has been registered with FINRA since 2002 and is licensed in 8 states, including Indiana, Michigan, New York, Ohio, Pennsylvania and West Virginia. Robert has passed several professional exams, including the Series 66, 24 and 7. In addition to his work with Thrivent Investment Management Inc., Robert is also a board member for Habitat for Humanity of Greater Pittsburgh, where he spends time helping to locate and organize donations materials and labor to help low-income families with homeownership.

Firm Information

Robert Hoffman 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 Hoffman’s Registration & Firm History

OH

02/26/2015 - Present

Thrivent Investment Management Inc. (Medina OH)

MN

06/21/2002 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Charles Hoffman.
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