linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert William Oneill

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert William Oneill

Robert William Oneill is a financial advisor with Thrivent Investment Management Inc., specializing in providing financial planning and portfolio management services to individuals. Robert has been in the industry since 2007, with experience at various firms including Lincoln Investment and Putnam Retail Management Limited Partnership. Robert is registered with FINRA and licensed in multiple states, including Massachusetts and Texas. He holds Series 7, 24, and 66 licenses. Robert is also a consultant with ROBERT J O'NEILL ASSOC LLC.

Firm Information

Robert Oneill 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Oneill’s Registration & Firm History

MA

06/28/2019 - Present

Thrivent Investment Management Inc. (Dedham MA)

MA

06/10/2013 - 02/09/2015

LINCOLN INVESTMENT (PEMBROKE MA)

MA

10/30/2009 - 02/25/2011

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

01/03/2008 - 12/19/2008

CHARLES SCHWAB & CO., INC. (NORWELL MA)

RI

03/05/2007 - 10/31/2007

FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)

Not sure if Robert William Oneill is right for you?

Licenses & Designations

BOTH

Issued 09/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert William Oneill.
Not sure if Robert William Oneill is right for you?