Ronald Ostezan
Ronald Ostezan is a registered investment advisor at Thrivent Investment Management INC., based in Atlanta, GA, with 21 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
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
200 Galleria Pkwy SE, Atlanta, GA, 30339
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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 ActivitiesSells Insurance
Ronald receives renewal commissions from insurance policies he wrote in the past. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
1717 Capital Management CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
Fsc Securities CorporationBroker
Mariner Financial Services, INC.Broker
Benefitscorp Equities, INC.Broker
Walnut Street Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
The Saxon Group, INC.Broker
State Registrations28 states
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.