Zachary Larson
Zachary Larson is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 25 years of industry experience. Zachary 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
600 Portland Avenue South, Minneapolis, MN, 55415
Get directionsHistory
Regulatory History (1)
Civil Bond
March 2014Other Business ActivitiesSells Insurance
Zachary is writing a book called "Retire Intentionally" and plans to do speaking engagements, dedicating minimal time to this. He also spends about a quarter of his time selling and servicing fixed insurance contracts, and dedicates minimal time to board member duties for Samaracare Counseling and Grow Wellness Foundation, and to managing SNL Property Holdings, LLC.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Advisor Network, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
PFS Investments INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations23 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.