RK
CFP · ChFC
RK
CFP · ChFC

Ronald Kovac

39 Years of Experience
Middlesex, NJ
1 DisclosureBroker

Ronald Kovac is a CFP, ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Middlesex, NJ, with 39 years of industry experience. Ronald 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

Middlesex, NJ

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
Employment History
Current Registrations
Thrivent Investment Management INC.
March 2004 - Present · 22 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
November 1989 - July 2002 · 12 yrs 8 mos
Pruco Securities CorporationBroker
November 1985 - April 1989 · 3 yrs 5 mos
State Registrations8 states
DEFLMENCNJPASCVA
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.