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Erik Lundring

Thrivent Investment Management INC.
34 Years of Experience
Thousand Oaks, CA
1 DisclosureBroker
View SEC Summary
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Erik Lundring is a registered investment advisor at Thrivent Investment Management INC., based in Thousand Oaks, CA, with 34 years of industry experience. Erik 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

3255 Old Conejo Road Ste 201, Thousand Oaks, CA, 91320

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History

Regulatory History (1)
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Customer Dispute
July 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Erik is a co-owner of Conejo Ridge Real Estate LLC, which leases office space. He spends a few hours per week on this activity, which includes showing offices and meeting with the bookkeeper.

Employment History
Current Registrations
Thrivent Investment Management INC.
August 2002 - Present · 24 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
August 1992 - July 2002 · 9 yrs 11 mos
State Registrations37 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.
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