Crystal Soderlind
Crystal Soderlind is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 37 years of industry experience. Crystal 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
600 Portland Ave S, Minneapolis, MN, 55415
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Crystal judges high school students in speech competitions, which involves listening to speeches, providing critiques, and ranking participants. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
The Oak Ridge Financial Services Group, INC.Broker
The Oak Ridge Financial Services Group, INC
Eide Bailly Advisors, LLC
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
NFP Securities, INC.Broker
First Union Securities, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Piper Jaffray INC.Broker
Piper Jaffray INC.Broker
Citicorp Securities Markets, INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
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.