MG
MG

Michael Guizzetti

19 Years of Experience
Appleton, WI
Broker

Michael Guizzetti is a registered investment advisor at Thrivent Investment Management INC., based in Appleton, WI, with 19 years of industry experience. Michael 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

4321 N Ballard Rd, Appleton, WI, 54919-0001

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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.

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Employment History
Current Registrations
Thrivent Investment Management INC.
July 2014 - Present · 11 yrs 10 mos
Thrivent Investment Management INC.
November 2013 - Present · 12 yrs 6 mos
Thrivent Investment Management INC.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Financial Engines Advisors L.L.C.
January 2011 - March 2013 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
November 2010 - December 2010 · 1 mo
Vanguard Marketing CorporationBroker
June 2005 - October 2010 · 5 yrs 4 mos
State Registrations2 states
WAWI
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.
Michael Guizzetti - Financial Advisor | TrueAdvisor