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Robert Edward Burns

Thrivent Investment Management Inc.

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About Robert Edward Burns

Robert Edward Burns is a financial advisor with Thrivent Investment Management Inc. Robert has been in the financial industry since December 20, 2001. Robert holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Robert has offices located in Brea, CA, Bend, OR, and Yorba Linda, CA. Robert specializes in helping clients with financial planning and portfolio management. Robert is registered in 26 states and 3 states for Investment Advisor activities. Robert is also a board member for the Global Operations/Giving Children Hope organization.

Firm Information

Robert Burns 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 Burns’s Registration & Firm History

CA

07/20/2015 - Present

Thrivent Investment Management Inc. (Brea CA)

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Licenses & Designations

BOTH

Issued 11/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Edward Burns.
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