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Philip Oestreich

Thrivent Investment Management INC.
19 Years of Experience
Brenham, TX
1 DisclosureBroker
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Philip Oestreich is a registered investment advisor at Thrivent Investment Management INC., based in Brenham, TX, with 19 years of industry experience. Philip 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

203 S Jackson St, Brenham, TX, 77833

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2005
Final
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Other 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.
October 2008 - Present · 18 yrs
Thrivent Investment Management INC.
October 2008 - Present · 18 yrs
Thrivent Investment Management INC.Broker
October 2008 - Present · 18 yrs
Previous Registrations
Ameriprise Financial Services, INC.
August 2008 - October 2008 · 2 mos
Ameriprise Financial Services, INC.Broker
August 2008 - October 2008 · 2 mos
Linsco/private Ledger CORP.Broker
December 1997 - June 1998 · 6 mos
Dean Witter Reynolds INC.Broker
September 1996 - December 1997 · 1 yr 3 mos
State Registrations3 states
AZFLTX
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.
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