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Zachary Farrell

Thrivent Investment Management Inc.

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About Zachary Farrell

Zachary Farrell is a financial advisor who has been in the industry since February 2022. Zachary is currently registered with Thrivent Investment Management Inc. as an Investment Advisor Representative. Zachary has passed the Series 63, 66, 7TO, and 6TO exams, and has a SIE designation. Zachary is licensed in 18 states. Zachary specializes in providing financial planning and portfolio management services for individuals and families. Zachary is committed to helping clients achieve their financial goals.

Firm Information

Zachary Farrell 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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Zachary Farrell’s Registration & Firm History

IN

08/02/2022 - Present

Thrivent Investment Management Inc. (Fort Wayne IN)

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Licenses & Designations

BOTH

Issued 08/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Farrell.
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