DG
CFP
DG
CFP

David Granner

34 Years of Experience
Ann Arbor, MI
2 DisclosuresBroker

David Granner is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Ann Arbor, MI, with 34 years of industry experience. David 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

6900 E Joy Rd, Ann Arbor, MI, 48105

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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
April 2009
Denied
Regulatory
January 1998
Final
Other Business Activities

David is an at-large board member for Anbu Children International, a children's home in South India. He attends board meetings and helps craft policy around giving support, dedicating minimal time to this activity.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2008 - Present · 18 yrs
Thrivent Investment Management INC.Broker
January 1992 - Present · 34 yrs 4 mos
Previous Registrations
Thrivent Investment Management INC.
January 2005 - December 2007 · 2 yrs 11 mos
State Registrations28 states
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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.
David Granner - Financial Advisor | TrueAdvisor