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Shaun Seedhouse

23 Years of Experience
Billings, MT
1 DisclosureBroker

Shaun Seedhouse is a registered investment advisor at Thrivent Investment Management INC., based in Billings, MT, with 23 years of industry experience. Shaun 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

19 36th St W, Billings, MT, 59102

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History

Regulatory History (1)
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Customer Dispute
August 2009
Settled
Other Business Activities

Shaun is the secretary for the 36th St Plaza Owners Association, spending minimal time on this role. He also owns Gongshow, LLC, a recreational activities club, dedicating a few hours per week.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2004 - Present · 22 yrs
Thrivent Investment Management INC.Broker
June 2002 - Present · 23 yrs 11 mos
State Registrations9 states
AZCOINMTNEORSDWAWY
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.