BR
CFP · ChFC
BR
CFP · ChFC

Brent Robinson

27 Years of Experience
Minneapolis, MN
Broker

Brent Robinson is a CFP, ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 27 years of industry experience. Brent 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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Other Business Activities

Brent is a general board member of Shepherd of the Valley Lutheran School, attending meetings twice a year to review the school's direction and make decisions. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.
October 2020 - Present · 5 yrs 7 mos
Thrivent Investment Management INC.
October 2020 - Present · 5 yrs 7 mos
Thrivent Investment Management INC.Broker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2020 - September 2020 · 6 mos
Northwestern Mutual Investment Services, LLCBroker
March 2020 - September 2020 · 6 mos
Private Client Services, LLCBroker
October 2019 - November 2019 · 1 mo
Raymond James Financial Services Advisors, INC
September 2019 - October 2019 · 1 mo
Raymond James Financial Services, INC.Broker
September 2019 - October 2019 · 1 mo
Aegis Financial
September 2019 - November 2019 · 2 mos
Thrivent Investment Management INC.
August 2019 - September 2019 · 1 mo
Thrivent Investment Management INC.Broker
August 2019 - September 2019 · 1 mo
Thrivent Investment Management INC.
June 2002 - August 2019 · 17 yrs 2 mos
Thrivent Investment Management INC.Broker
August 1998 - August 2019 · 21 yrs
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.