RB
RB

Ronald Brieske

24 Years of Experience
Tomah, WI
Broker

Ronald Brieske is a registered investment advisor at Thrivent Investment Management INC., based in Tomah, WI, with 24 years of industry experience. Ronald 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

1021 Superior Ave, Tomah, WI, 54660

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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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Other Business Activities

Ronald co-owns two rental properties with his spouse and has been managing them since 2012. He spends a few hours per week on accounting and management of the properties.

Employment History
Current Registrations
Thrivent Investment Management INC.
June 2007 - Present · 18 yrs 11 mos
Thrivent Investment Management INC.Broker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Genworth Financial Advisers Corporation
July 2006 - May 2007 · 10 mos
Genworth Financial Securities CorporationBroker
January 2006 - May 2007 · 1 yr 4 mos
H.D. Vest Investment ServicesBroker
March 2001 - March 2003 · 2 yrs
PFS Investments INC.Broker
October 1997 - September 1999 · 1 yr 11 mos
State Registrations1 state
WI
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.