Steven Stoller
Steven Stoller is a registered investment advisor at Thrivent Investment Management INC., based in Omaha, NE, with 23 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).
Fee Estimator
Location
11602 W Center Rd, Omaha, NE, 68144
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Steven is the owner of Meadowlark Sabetha LLC, a rental company that owns the business property where he conducts some of his Thrivent business and rents to Farm Bureau agents. He spends minimal time handling rent and managing the office building.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations8 states
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
More Advisors
- Adam Julch, CFPThrivent Investment Management INC.
- Michaella Petersen, CFPThrivent Investment Management INC.
- Shawn Petersen, ChFCThrivent Investment Management INC.
- Samantha Rathje, CFPBridges Investment Management INC
- Ryan Beyel, CFPFirst Heartland Consultants, INC.
- Aaron Winters, CFPWealthplan Partners