CP
CP

Christopher Pugh

21 Years of Experience
Ann Arbor, MI
Broker

Christopher Pugh is a registered investment advisor at Thrivent Investment Management INC., based in Ann Arbor, MI, with 21 years of industry experience. Christopher 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the President of Winans Woods Homeowners Association (WWHOA), the association of his primary residence, since 2025. He spends minimal time overseeing the management of the HOA.

Employment History
Current Registrations
Thrivent Investment Management INC.
November 2010 - Present · 15 yrs 6 mos
Thrivent Investment Management INC.
September 2010 - Present · 15 yrs 8 mos
Thrivent Investment Management INC.Broker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Thrivent Investment Management INC.Broker
February 2006 - November 2007 · 1 yr 9 mos
Thrivent Investment Management INC.Broker
November 2004 - January 2006 · 1 yr 2 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
August 2001 - October 2002 · 1 yr 2 mos
On-Line Investment Services, INC.Broker
May 1996 - March 1998 · 1 yr 10 mos
First Investors CorporationBroker
November 1992 - January 1993 · 2 mos
State Registrations10 states
AZCOFLGAILMINCOHSCWI
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.