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Zola Theodore

Thrivent Investment Management Inc.

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About Zola Theodore

Zola Theodore is a financial advisor registered with Thrivent Investment Management Inc. Zola has over 8 years of experience in the financial services industry. Zola specializes in helping individuals and families plan for their financial future. Zola's experience and expertise can help clients make informed decisions about their investments. Zola is committed to providing personalized service to each of her clients.

Firm Information

Zola Theodore 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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Zola Theodore’s Registration & Firm History

MN

07/26/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

NY

02/26/2019 - 08/13/2020

THRIVENT INVESTMENT MANAGEMENT INC. (Brooklyn NY)

NY

01/21/2015 - 02/25/2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2022

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zola Theodore.
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