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Terram Ott Cornelius

Thrivent Investment Management Inc.

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About Terram Ott Cornelius

Terram Ott Cornelius is a financial advisor with Thrivent Investment Management Inc., working in the Bakersfield, CA area. Terram has been in the industry since 1999 and has earned their Series 6, 7, 63 and 66 licenses. Terram's experience includes working with Lutheran Brotherhood Securities Corp. and Thrivent Financial for Lutherans. They specialize in providing financial planning and portfolio management services for individuals and high-net-worth individuals.

Firm Information

Terram Cornelius 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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Terram Cornelius’s Registration & Firm History

CA

02/23/2005 - Present

Thrivent Investment Management Inc. (BAKERSFIELD CA)

MN

10/14/1999 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terram Ott Cornelius.
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