AW
CFP
AW
CFP

Anthony Watson

27 Years of Experience
Minneapolis, MN
Broker

Anthony Watson is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 27 years of industry experience. Anthony 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

600 Portland Ave S, Minneapolis, MN, 55415

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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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Employment History
Current Registrations
Thrivent Investment Management INC.
October 2020 - Present · 5 yrs 9 mos
Thrivent Investment Management INC.
October 2020 - Present · 5 yrs 9 mos
Thrivent Investment Management INC.Broker
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - September 2020 · 6 yrs 8 mos
Cetera Investment Services LLC
August 2011 - January 2014 · 2 yrs 5 mos
Bancnorth Investment Group, INC.Broker
June 2007 - November 2009 · 2 yrs 5 mos
Guaranty Brokerage Services, INC.Broker
August 2002 - December 2010 · 8 yrs 4 mos
Guaranty Brokerage Services, INC.Broker
July 2001 - October 2001 · 3 mos
Bancnorth Investment Group, INC.Broker
April 2001 - December 2006 · 5 yrs 8 mos
Bancwest Investment Services, INC.Broker
April 2001 - November 2003 · 2 yrs 7 mos
Cetera Investment Services LLCBroker
February 2001 - September 2020 · 19 yrs 7 mos
Strong Investments, INC.Broker
December 1997 - November 2000 · 2 yrs 11 mos
State Registrations1 state
MN
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.
Anthony Watson - Financial Advisor | TrueAdvisor