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Brandon Ohara

Thrivent Investment Management INC.
21 Years of Experience
Minneapolis, MN
1 DisclosureBroker
View SEC Summary
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Brandon Ohara is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 21 years of industry experience. Brandon 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.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3234 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

600 Portland Ave S, Minneapolis, MN, 55415

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History

Regulatory History (1)
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Criminal
January 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Thrivent Investment Management INC.
July 2024 - Present · 2 yrs 3 mos
Thrivent Investment Management INC.
July 2024 - Present · 2 yrs 3 mos
Thrivent Investment Management INC.Broker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
October 2022 - February 2024 · 1 yr 4 mos
Wealth Enhancement Brokerage Services, LLCBroker
September 2022 - February 2024 · 1 yr 5 mos
LPL Financial LLCBroker
September 2022 - March 2024 · 1 yr 6 mos
Advisornet Wealth Management
October 2019 - August 2022 · 2 yrs 10 mos
Cetera Advisor Networks LLCBroker
March 2019 - August 2022 · 3 yrs 5 mos
Cetera Advisor Networks LLC
March 2019 - August 2022 · 3 yrs 5 mos
Thrivent Investment Management INC.
December 2013 - February 2019 · 5 yrs 2 mos
Thrivent Investment Management INC.Broker
March 2010 - February 2019 · 8 yrs 11 mos
Fintegra Financial Solutions
August 2005 - February 2010 · 4 yrs 6 mos
Fintegra, LLCBroker
May 2005 - February 2010 · 4 yrs 9 mos
American Express Financial Advisors INC.Broker
August 2004 - March 2005 · 7 mos
Ids Life Insurance CompanyBroker
August 2004 - March 2005 · 7 mos
State Registrations2 states
MNWA
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.
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