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Robert Michael Esposito

Thrivent Investment Management Inc.

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About Robert Michael Esposito

Robert Esposito is a financial advisor who has been in the industry since 1994. Robert has Series 6, 7, 63, and 66 licenses and is currently registered with Thrivent Investment Management Inc.. Robert has previously been registered with Lutheran Brotherhood Securities Corp. in Minneapolis, Minnesota and Thrivent Investment Management Inc. in Forked River, New Jersey. Robert specializes in life insurance, fixed and variable annuities, small group health insurance, and retirement planning. Robert has been serving clients for over 20 years.

Firm Information

Robert Esposito 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 Esposito’s Registration & Firm History

NJ

01/27/2004 - Present

Thrivent Investment Management Inc. (FORKED RIVER NJ)

NJ

07/01/2002 - 09/10/2024

THRIVENT INVESTMENT MANAGEMENT INC. (FORKED RIVER NJ)

MN

06/16/1994 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Michael Esposito.
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