MT
MT

Matthew Townley

33 Years of Experience
Chattanooga, TN
1 DisclosureBroker

Matthew Townley is a registered investment advisor at Thrivent Investment Management INC., based in Chattanooga, TN, with 33 years of industry experience. Matthew 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

118 Lee Parkway Dr, Ste 305, Chattanooga, TN, 37421

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History

Regulatory History (1)
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Regulatory
April 1998
Final
Other Business Activities

Matthew is involved with First Lutheran Church in Chattanooga as an Elder and Evangelism Board Chairman, and with the Transformation Project as a Board of Directors Member and Advisory Council member. These activities involve spreading the gospel, community outreach, and prison ministry, taking minimal time overall.

Employment History
Current Registrations
Thrivent Investment Management INC.
December 2006 - Present · 19 yrs 5 mos
Thrivent Investment Management INC.Broker
September 1992 - Present · 33 yrs 8 mos
State Registrations24 states
ALCACOCTFLGAIDILKSKYMEMIMNMONCNMOHORPASCTNUTVAWI
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.
Matthew Townley - Financial Advisor | TrueAdvisor