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Ryan Gerardy

Thrivent Investment Management Inc.

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About Ryan Gerardy

Ryan Gerardy is a financial advisor at Thrivent Investment Management Inc. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry for over nine years. Ryan is registered with the state of Iowa as an investment advisor representative and in Texas as a broker-dealer. Ryan specializes in providing financial planning services to individuals and families. Ryan also has experience providing financial services to churches, non-profit organizations, and businesses.

Firm Information

Ryan Gerardy 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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Ryan Gerardy’s Registration & Firm History

IA

03/14/2024 - Present

Thrivent Investment Management Inc. (Johnston IA)

IA

06/30/2015 - 10/17/2018

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

FL

06/18/2012 - 05/02/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/31/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/30/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Gerardy.
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