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Bradley Markwell

23 Years of Experience
Golden Valley, MN
3 DisclosuresBroker

Bradley Markwell is a registered investment advisor at Thrivent Investment Management INC., based in Golden Valley, MN, with 23 years of industry experience. Bradley 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

701 Xenia Ave. S., Suite 550, Golden Valley, MN, 55416

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Denied
Customer Dispute
October 2019
Settled
Customer Dispute
July 2005
Settled
Other Business Activities

Bradley is a board member of the Hennepin County Workforce Development Board, providing input on job transition services. This activity requires minimal time and is not investment related.

Employment History
Current Registrations
Thrivent Investment Management INC.
September 2013 - Present · 12 yrs 8 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
January 2007 - December 2007 · 11 mos
Lutheran Brotherhood Securities CORP.Broker
June 2002 - July 2002 · 1 mo
State Registrations3 states
FLMNWI
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.