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Matthew Mast

21 Years of Experience
Saint Joseph, MI
1 DisclosureBroker

Matthew Mast is a registered investment advisor at Thrivent Investment Management INC., based in Saint Joseph, MI, with 21 years of industry experience. Matthew 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

715 Market St, Saint Joseph, MI, 49085

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History

Regulatory History (1)
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Criminal
October 2001
Final Disposition
Employment History
Current Registrations
Thrivent Investment Management INC.
July 2014 - Present · 11 yrs 10 mos
Thrivent Investment Management INC.
July 2014 - Present · 11 yrs 10 mos
Thrivent Investment Management INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
April 2009 - July 2014 · 5 yrs 3 mos
UBS Financial Services INC.Broker
April 2009 - July 2014 · 5 yrs 3 mos
Citigroup Global Markets INC.
August 2006 - May 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
Thrivent Investment Management INC.
November 2005 - June 2006 · 7 mos
Thrivent Investment Management INC.Broker
October 2005 - June 2006 · 8 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
January 2005 - September 2005 · 8 mos
State Registrations17 states
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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.
Matthew Mast - Financial Advisor | TrueAdvisor