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Joel Rietveld

22 Years of Experience
Lafayette, IN
Broker

Joel Rietveld is a registered investment advisor at Thrivent Investment Management INC., based in Lafayette, IN, with 22 years of industry experience. Joel 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

25 Executive Dr, Lafayette, IN, 47905

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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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Employment History
Current Registrations
Thrivent Investment Management INC.
March 2018 - Present · 8 yrs 2 mos
Thrivent Investment Management INC.Broker
March 2018 - Present · 8 yrs 2 mos
Thrivent Investment Management INC.
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
August 2016 - January 2018 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
August 2016 - January 2018 · 1 yr 5 mos
Bosc, INC.Broker
May 2013 - July 2016 · 3 yrs 2 mos
Bok Financial Advisors
May 2013 - July 2016 · 3 yrs 2 mos
Mesirow Financial Investment Management, INC.
August 2010 - April 2013 · 2 yrs 8 mos
Mesirow Financial, INC.Broker
August 2010 - April 2013 · 2 yrs 8 mos
Neuberger Berman LLC
June 2008 - July 2009 · 1 yr 1 mo
Neuberger Berman LLCBroker
March 2007 - July 2009 · 2 yrs 4 mos
Goldman, Sachs & CO.Broker
September 2002 - March 2007 · 4 yrs 6 mos
State Registrations14 states
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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.