DG
DG

Douglas Grove

31 Years of Experience
Minneapolis, MN
Broker

Douglas Grove is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 31 years of industry experience. Douglas 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.

Loading...

Location

600 Portland Ave S, Minneapolis, MN, 55415

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 →
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
March 2021 - Present · 5 yrs 2 mos
Thrivent Investment Management INC.
March 2021 - Present · 5 yrs 2 mos
Thrivent Investment Management INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2021 - March 2021 · 2 mos
Fidelity Brokerage Services LLCBroker
January 2021 - March 2021 · 2 mos
Rmr Wealth Builders, INC.
January 2021 - January 2021 · 0 mos
MML Distributors, LLCBroker
December 2019 - December 2020 · 1 yr
Principal Funds Distributor, INC.Broker
May 2013 - April 2015 · 1 yr 11 mos
Principal Securities, INC.
May 2005 - February 2019 · 13 yrs 9 mos
Principal Securities, INC.Broker
January 1994 - February 2019 · 25 yrs 1 mo
State Registrations50 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Douglas Grove - Financial Advisor | TrueAdvisor