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Dennis Barry

22 Years of Experience
Mauldin, SC
1 DisclosureBroker

Dennis Barry is a registered investment advisor at Thrivent Investment Management INC., based in Mauldin, SC, with 22 years of industry experience. Dennis 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

2 Winchester Ct, Mauldin, SC, 29662

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History

Regulatory History (1)
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Criminal
January 1993
Final Disposition
Other Business Activities

Dennis is a partner in Shiden Properties LLC, owned with his wife, which owns the building his financial advisory practice rents. He spends minimal time on maintenance, repairs, and managing leases.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2004 - Present · 22 yrs
Thrivent Investment Management INC.
March 2004 - Present · 22 yrs 2 mos
Thrivent Investment Management INC.Broker
March 2004 - Present · 22 yrs 2 mos
State Registrations7 states
ALFLGANCNYPASC
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.
Dennis Barry - Financial Advisor | TrueAdvisor