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Roy Albert Olson

Thrivent Investment Management Inc.

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About Roy Albert Olson

Roy Albert Olson is a financial advisor who has been in the industry since 2008. Roy is currently registered with Thrivent Investment Management Inc. Roy has been a registered representative of Thrivent Investment Management Inc. since 2020. Roy previously worked at Thrivent Investment Management Inc. from 2008 to 2018 and at Horace Mann Investors Inc. from 1992 to 1992. Roy is licensed to sell securities in Wisconsin. Roy holds Series 6 and Series 63 licenses. Roy Albert Olson specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Roy Olson 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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Roy Olson’s Registration & Firm History

WI

02/24/2020 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

01/30/2008 - 10/26/2018

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

NA

02/03/1992 - 11/02/1992

HORACE MANN INVESTORS INC

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Licenses & Designations

BC

Issued 02/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roy Albert Olson.
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