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Benjamin Wedell

Thrivent Investment Management INC.
34 Years of Experience
Forest Lake, MN
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Benjamin Wedell is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Forest Lake, MN, with 34 years of industry experience. Benjamin 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

24078 Greenway Rd, Ste 1A, Forest Lake, MN, 55025

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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
June 2016
Denied
Customer Dispute
July 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin is an agent for BCBS, selling health insurance, and spends minimal time on this activity. Benjamin also owns a farm producing agricultural products, dedicating a few hours per week to this endeavor.

Employment History
Current Registrations
Thrivent Investment Management INC.
November 2013 - Present · 12 yrs 11 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
February 1992 - July 2002 · 10 yrs 5 mos
State Registrations7 states
AZFLKSMEMNTXWI
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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