JC
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John Cecchino

18 Years of Experience
Minneapolis, MN
Broker

John Cecchino is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 18 years of industry experience. John 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

600 Portland Ave S, Minneapolis, MN, 55415

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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.
January 2022 - Present · 4 yrs 4 mos
Thrivent Investment Management INC.
January 2022 - Present · 4 yrs 4 mos
Thrivent Investment Management INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
February 2021 - January 2022 · 11 mos
Millington Securities, INC.Broker
January 2020 - April 2020 · 3 mos
Wbi Investments, INC.
May 2019 - April 2020 · 11 mos
Foreside Fund Services, LLCBroker
May 2019 - December 2019 · 7 mos
Northern Trust Investments, Incorporated
June 2016 - September 2018 · 2 yrs 3 mos
Northern Trust Securities, INC.Broker
May 2016 - September 2018 · 2 yrs 4 mos
Thornburg Investment Management INC
January 2014 - January 2015 · 1 yr
Thornburg Securities CorporationBroker
February 2013 - January 2015 · 1 yr 11 mos
Tocqueville Securities L.P.Broker
July 2011 - January 2013 · 1 yr 6 mos
UBS Global Asset Management (US) INC.
November 2009 - December 2009 · 1 mo
UBS Global Asset Management (US) INC.Broker
July 2004 - December 2009 · 5 yrs 5 mos
Princor Financial Services CorporationBroker
August 2003 - June 2004 · 10 mos
State Registrations2 states
CTMN
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.