TrueAdvisor
TrueAdvisor
JL
CFP
JL
CFP

Joseph Lang

Thrivent Investment Management INC.
20 Years of Experience
New Hope, MN
Broker
View SEC Summary
View SEC Summary

Joseph Lang is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in New Hope, MN, with 20 years of industry experience. Joseph 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

9220 Bass Lake Rd, New Hope, MN, 55428

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 Activities

Joseph is a board member of CROSS, a non-profit organization providing assistance to struggling families. He assists the executive director with financial operations, dedicating a few hours per week.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2019 - Present · 7 yrs 5 mos
Thrivent Investment Management INC.Broker
April 2012 - Present · 14 yrs 6 mos
Thrivent Investment Management INC.
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
Signator Investors, INC.Broker
December 2009 - April 2012 · 2 yrs 4 mos
Qa3 Financial CORP.Broker
August 2009 - November 2009 · 3 mos
Signator Investors, INC.Broker
February 2006 - August 2009 · 3 yrs 6 mos
State Registrations9 states
AZFLIAILLAMIMNNDWI
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.
More Advisors
More financial advisors in New Hope, MN →All financial advisors in Minnesota →