CL
ChFC
CL
ChFC

Chris Leaver

26 Years of Experience
Fremont, NE
Sells Insurance

Chris Leaver is a ChFC-designated registered investment advisor at Thrivent Advisor Network, LLC, based in Fremont, NE, with 26 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 14,732 clients with $6.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
14,732 clients
Average Client Portfolio
$464K average
Assets Under Management
$6.8B

Fee Structure

Investment management only (planning not offered)

Thrivent Advisor Network charges an investment management fee that will not exceed 2% of your portfolio each year. The exact fee depends on the services offered, the complexity of those services, and the amount of your portfolio. The fee is negotiable. Clients may pay more in the TAN Wrap Fee Program.

Loading...

Location

419 W Judy Drive, Fremont, NE, 68025

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Chris is involved in insurance sales and owns a rental home since 2017, dedicating about 10% of his time to these activities. He also serves as an Endowment Board Member for First Lutheran Church, spending minimal time on this role.

Employment History
Current Registrations
Thrivent Advisor Network, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Thrivent Investment Management INC.
July 2005 - October 2020 · 15 yrs 3 mos
Thrivent Investment Management INC.Broker
April 2000 - October 2020 · 20 yrs 6 mos
State Registrations3 states
NESDTX
Advisor

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.
More Advisors
Chris Leaver - Financial Advisor | TrueAdvisor