Paul Dubendorf
Paul Dubendorf is a CFP-designated registered investment advisor at Thrivent Advisor Network, LLC, based in Minneapolis, MN, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,821 clients with $6.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Advisor Network charges an investment management fee that will not exceed 2% of your portfolio each year. The exact fee depends on the services offered, the complexity of those services, and the amount of your portfolio. The fee is negotiable. Clients may pay more in the TAN Wrap Fee Program.
Location
600 Portland Avenue South, Minneapolis, MN, 55415
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul has 100% ownership of B&D Tax Services, a fee-based tax preparation service, dedicating a few hours per week. He also has 50% ownership of Northeastern Star Asset Management, an investment advisor, taking nearly full-time, and 50% ownership of Star Focused Insurance Services, a fixed and term insurance agency, dedicating a few hours per week. Paul is also a trustee for two non-client accounts.
Employment History
Current Registrations
Thrivent Advisor Network, LLC
Previous Registrations
Northeastern Star Asset Management, INC.
Eagleview Advisors, INC.
Amp Asset Management, INC.
State Registrations1 state
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.