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Sherith Lundring Squires

Thrivent Investment Management Inc.

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About Sherith Lundring Squires

Sherith Lundring Squires is a financial advisor with Thrivent Investment Management Inc. Sherith has been in the financial services industry since March 1991 and has a wide range of experience working with individuals, families, and businesses. Sherith is committed to helping clients achieve their financial goals. Sherith is registered to offer investment advisory services in California and Texas. Sherith has a strong commitment to serving the community and is active in a variety of organizations.

Firm Information

Sherith Squires 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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Sherith Squires’s Registration & Firm History

CA

10/16/2015 - Present

Thrivent Investment Management Inc. (Thousand Oaks CA)

MN

03/30/1992 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

MA

02/08/1991 - 02/26/1992

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 04/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/02/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sherith Lundring Squires.
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