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Marc Kerscher

Thrivent Investment Management INC.
25 Years of Experience
Monticello, IA
2 DisclosuresBroker
View SEC Summary
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Marc Kerscher is a registered investment advisor at Thrivent Investment Management INC., based in Monticello, IA, with 25 years of industry experience. Marc 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
—
View Full SEC Brochure

Location

820 W 1st St, Monticello, IA, 52310

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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.
Civil Bond
October 2012
Judgment / Lien
May 1996
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marc is an assistant high school football coach since 2016, dedicating about a quarter of his time to this role. He also serves on the board of directors for Central City Housing Corporation, spending minimal time approving expenses for a senior living complex.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
October 2008 - Present · 18 yrs
Thrivent Investment Management INC.
October 2008 - Present · 18 yrs
Previous Registrations
Aig Retirement Advisors, INC.Broker
September 2004 - March 2008 · 3 yrs 6 mos
Aig Retirement Advisors, INC.
September 2004 - March 2008 · 3 yrs 6 mos
Wells Fargo Investments, LLC
August 2001 - January 2004 · 2 yrs 5 mos
Wells Fargo Investments, LLCBroker
January 2001 - January 2004 · 3 yrs
Wells Fargo Brokerage Services, L.L.C.Broker
November 2000 - August 2002 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
December 1999 - November 2000 · 11 mos
Ids Life Insurance CompanyBroker
December 1999 - November 2000 · 11 mos
State Registrations1 state
IA
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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