Philip Oestreich
Philip Oestreich is a registered investment advisor at Thrivent Investment Management INC., based in Brenham, TX, with 19 years of industry experience. Philip 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
203 S Jackson St, Brenham, TX, 77833
Get directionsHistory
Regulatory History (1)
Regulatory
March 2005Other Business Activities
Philip is involved with several non-investment related activities, including board memberships for CASA and the Fayette County Disaster Recovery Team, and past president of the Rotary Club. He also works as an accounting clerk for Westel, Inc. and provides worship tech services for Shared Lutheran Ministry, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 states
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.