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Roger Roy Rachul

Thrivent Investment Management Inc.

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About Roger Roy Rachul

Roger Rachul is a financial professional with over 35 years of experience in the industry. Roger is currently registered with Thrivent Investment Management Inc. in Westlake, Ohio. Roger has been with Thrivent for over 20 years and previously worked for Lutheran Brotherhood Securities Corp., The Equitable Life Assurance Society of the United States, EQ Financial Consultants, Inc. and H. Beck, Inc. Roger holds a Series 7, Series 26, Series 63 and Series 65 licenses. Roger also holds the Certified Financial Planner and Chartered Financial Consultant designations. Roger specializes in providing financial planning and portfolio management for individuals.

Firm Information

Roger Rachul 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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Roger Rachul’s Registration & Firm History

OH

08/08/2002 - Present

Thrivent Investment Management Inc. (Westlake OH)

MN

09/06/1996 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

NY

04/29/1987 - 09/05/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NY

04/07/1987 - 09/05/1996

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NA

05/23/1986 - 04/08/1987

H. BECK, INC.

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Licenses & Designations

IA

Issued 05/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Roger Roy Rachul. Review regulatory record here.
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