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Susanne Miller

20 Years of Experience
Minneapolis, MN
Broker

Susanne Miller is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 20 years of industry experience. Susanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

600 Portland Ave S, Msc 7100, Minneapolis, MN, 55415

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Susanne is a stewardship board member at Pine Valley Methodist Church and a preschool board member at Pine Valley WeeCare. These volunteer positions require minimal time and are not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
December 2023 - Present · 2 yrs 9 mos
Thrivent Investment Management INC.
December 2023 - Present · 2 yrs 9 mos
Thrivent Investment Management INC.
December 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
June 2018 - December 2023 · 5 yrs 6 mos
Edward JonesBroker
June 2018 - December 2023 · 5 yrs 6 mos
Bb&t Securities, LLC
January 2018 - February 2018 · 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2018 · 1 mo
Bb&t Investment Services, INC.Broker
March 2006 - January 2018 · 11 yrs 10 mos
Bb&t Investment Services, INC.
February 2006 - January 2018 · 11 yrs 11 mos
Bb&t Asset Management, INC.
September 2005 - February 2006 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Susanne Miller - Financial Advisor | TrueAdvisor