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Ronald Burkhalter

Thrivent Investment Management Inc.

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About Ronald Burkhalter

Ronald Burkhalter is a financial advisor who has been in the industry since 1998. Ronald has a wide range of experience, having worked for several firms, including American Express Financial Advisors Inc., IDS Life Insurance Company, PrimeVest Financial Services, Inc., RBC Dain Rauscher Inc., and Wells Fargo Investments, LLC. Ronald is currently registered with Thrivent Investment Management Inc. in Minneapolis, MN. Ronald specializes in portfolio management for individuals and financial planning.

Firm Information

Ronald Burkhalter 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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Ronald Burkhalter’s Registration & Firm History

MN

06/28/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

02/23/2006 - 06/14/2007

WELLS FARGO INVESTMENTS, LLC (ROSEVILLE MN)

NY

07/17/2000 - 08/06/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MN

03/31/2000 - 06/30/2000

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MN

08/10/1998 - 03/29/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/10/1998 - 03/29/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/03/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ronald Burkhalter. Review regulatory record here.
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