BI
BI

Brenda Ingli

24 Years of Experience
Minneapolis, MN
5 DisclosuresBroker

Brenda Ingli is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 24 years of industry experience. Brenda 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 (5)
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.
Financial
May 2023
Final
Financial
April 2023
Final
Financial
March 2023
Final
Financial
October 2022
Pending
Financial
June 2021
Final
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
November 2021 - Present · 4 yrs 6 mos
Thrivent Investment Management INC.
November 2021 - Present · 4 yrs 6 mos
Thrivent Investment Management INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.
November 2021 - November 2021 · 0 mos
Advanced Advisor Group, LLCBroker
March 2020 - November 2021 · 1 yr 8 mos
Efs Advisors
March 2020 - November 2021 · 1 yr 8 mos
RBC Capital Markets, LLC
June 2016 - April 2020 · 3 yrs 10 mos
RBC Capital Markets, LLCBroker
April 2015 - April 2020 · 5 yrs
Advanced Advisor Group, LLCBroker
May 2011 - April 2015 · 3 yrs 11 mos
Ameriprise Financial Services, INC.Broker
August 2010 - December 2010 · 4 mos
NFP Securities, INC.Broker
April 2010 - May 2010 · 1 mo
Ameriprise Financial Services, INC.Broker
May 2006 - May 2010 · 4 yrs
Wells Fargo Investments, LLCBroker
July 2005 - April 2006 · 9 mos
U.S. Bancorp Piper Jaffray INC.Broker
February 2002 - October 2003 · 1 yr 8 mos
RBC Dain Rauscher INC.Broker
April 1999 - February 2002 · 2 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
December 1998 - April 1999 · 4 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.
Brenda Ingli - Financial Advisor | TrueAdvisor