SB
ChFC
SB
ChFC

Sara Brink

25 Years of Experience
Marshall, MN
Broker

Sara Brink is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Marshall, MN, with 25 years of industry experience. Sara 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

1411 E College Dr, Marshall, MN, 56258

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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

Sara is a committee member for the United Way of Southwest Minnesota and a board member for a public school. These activities involve grant reviews and fiscal decisions, taking a few hours per week.

Employment History
Current Registrations
Thrivent Investment Management INC.
February 2019 - Present · 7 yrs 3 mos
Thrivent Investment Management INC.
February 2019 - Present · 7 yrs 3 mos
Thrivent Investment Management INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2013 - February 2019 · 5 yrs 3 mos
Ameriprise Financial Services, INC.Broker
April 2006 - February 2019 · 12 yrs 10 mos
Ameriprise Financial Services, INC.Broker
July 2000 - January 2006 · 5 yrs 6 mos
Ids Life Insurance CompanyBroker
July 2000 - January 2006 · 5 yrs 6 mos
State Registrations2 states
MNSD
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.