Linnea Sodergren
Linnea Sodergren is a registered investment advisor at Thrivent Investment Management INC., based in Golden Valley, MN, with 27 years of industry experience. Linnea 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
701 Xenia Ave. S., Suite 550, Golden Valley, MN, 55416
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Regulatory History (1)
Regulatory
April 2020Other Business Activities
Linnea is a commission member for the Minnetonka Charter Commission, a city government role. She dedicates minimal time to this activity, meeting once per year unless a special meeting is convened.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
State Registrations5 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.