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Terry Lee Halvorson

Thrivent Investment Management Inc.

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About Terry Lee Halvorson

Terry Lee Halvorson is a financial advisor with Thrivent Investment Management Inc. Terry has over 25 years of experience in the financial industry. Terry is registered in 18 states and specializes in portfolio management for individuals and financial planning. Terry also holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Terry is a licensed insurance agent with Genworth LTC, but this position is not investment related.

Firm Information

Terry Halvorson 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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Terry Halvorson’s Registration & Firm History

NC

08/17/2006 - Present

Thrivent Investment Management Inc. (CHARLOTTE NC)

MN

02/12/1997 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/17/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Lee Halvorson.
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