GB
GB

Gregory Bickhart

21 Years of Experience
Peachtree, GA
BrokerSells Insurance

Gregory Bickhart is a registered investment advisor at Thrivent Investment Management INC., based in Peachtree, GA, with 21 years of industry experience. Gregory 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.

Loading...

Location

Executive Suites by Aberdeen, 2011 Commerce Drive, Suite A100, Peachtree, GA, 30269

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gregory is a Managing Partner/Senior Wealth Advisor at Thrivent Advisor Network LLC DBA Awaken Wealth Partners, providing investment advisory services, taking nearly full-time. He also owns Arborbrook Consultants of GA, LLC for business expenses and sells/services fixed insurance contracts, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
August 2024 - Present · 1 yr 9 mos
Thrivent Investment Management INC.
August 2024 - Present · 1 yr 9 mos
Thrivent Advisor Network, LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - August 2024 · 3 yrs 11 mos
Thrivent Investment Management INC.
August 2008 - September 2020 · 12 yrs 1 mo
Thrivent Investment Management INC.Broker
December 2004 - September 2020 · 15 yrs 9 mos
State Registrations4 states
FLGAMOTX
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.