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Nicole England

20 Years of Experience
Puyallup, WA
Broker

Nicole England is a registered investment advisor at Thrivent Investment Management INC., based in Puyallup, WA, with 20 years of industry experience. Nicole 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

Puyallup, WA

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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.Broker
October 2024 - Present · 1 yr 7 mos
Thrivent Investment Management INC.
October 2024 - Present · 1 yr 7 mos
Thrivent Investment Management INC.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2020 - September 2024 · 4 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
January 2020 - September 2024 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - January 2020 · 6 yrs 2 mos
Wells Fargo Clearing Services, LLC
October 2013 - January 2020 · 6 yrs 3 mos
Edward Jones
May 2007 - September 2012 · 5 yrs 4 mos
Edward JonesBroker
December 2004 - September 2012 · 7 yrs 9 mos
State Registrations1 state
WA
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.
Nicole England - Financial Advisor | TrueAdvisor