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Alan Hyatt

34 Years of Experience
Lexington, SC
2 DisclosuresBroker

Alan Hyatt is a registered investment advisor at Thrivent Investment Management INC., based in Lexington, SC, with 34 years of industry experience. Alan 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

Lexington, SC

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2017
Denied
Customer Dispute
February 2011
Closed-No Action
Other Business Activities

Alan owns Lutheran Partners, LLC, a real estate investment company focused on commercial and office space, and is a board member for the Clemson University College of Business. He is also a member of the finance committee for Mt. Horeb UMC, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Thrivent Investment Management INC.
July 2002 - Present · 23 yrs 10 mos
Thrivent Investment Management INC.
June 2002 - Present · 23 yrs 11 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
September 1991 - July 2002 · 10 yrs 10 mos
State Registrations6 states
FLGAMNNCSCTX
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.