TrueAdvisor
TrueAdvisor
MK
ChFC
MK
ChFC

Melissa Knippa

Thrivent Investment Management INC.
32 Years of Experience
Austin, TX
Broker
View SEC Summary
View SEC Summary

Melissa Knippa is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Austin, TX, with 32 years of industry experience. Melissa 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

3309 Slaughter Lane West, Austin, TX, 78748

Get directions

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.

Learn about disclosures →
Other Business Activities

Melissa is a partner in Missycat, LP and a general partner/manager in MLKCDK, LLC, both entities related to the ownership and management of an office building. These activities involve property management and take a few hours per week each.

Employment History
Current Registrations
Thrivent Investment Management INC.
April 2003 - Present · 23 yrs 6 mos
Thrivent Investment Management INC.
July 2002 - Present · 24 yrs 3 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
February 1994 - July 2002 · 8 yrs 5 mos
State Registrations20 states
ARAZCOFLGAHIINKSLAMDMEMIMNMOORTXVAVTWAWI
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.
More Advisors
More financial advisors in Austin, TX →All financial advisors in Texas →