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Timothy Campbell

Thrivent Investment Management INC.
41 Years of Experience
Montvale, NJ
Broker
View SEC Summary
View SEC Summary

Timothy Campbell is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Montvale, NJ, with 41 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

221 W Grand Ave, Montvale, NJ, 07645

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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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Employment History
Current Registrations
Thrivent Investment Management INC.
August 2006 - Present · 20 yrs 2 mos
Thrivent Investment Management INC.
August 2006 - Present · 20 yrs 2 mos
Thrivent Investment Management INC.Broker
August 2006 - Present · 20 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2003 - August 2006 · 3 yrs
Ameriprise Financial Services, INC.Broker
April 1988 - August 2006 · 18 yrs 4 mos
Ids Life Insurance CompanyBroker
April 1988 - July 2006 · 18 yrs 3 mos
F.N. Wolf & CO., INC.Broker
October 1987 - April 1988 · 6 mos
First Jersey Securities, INC.Broker
January 1985 - October 1987 · 2 yrs 9 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.
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