BB
BB

Beth Boyle

19 Years of Experience
Sells Insurance

Beth Boyle is a registered investment advisor at Thrivent Advisor Network, LLC, based in Scribner, NE, with 19 years of industry experience. Beth 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
10,821 clients
Average Client Portfolio
$614K average
Assets Under Management
$6.6B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

437 Main Street, Scribner, NE, 68057

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

Beth sells insurance and dedicates about 10% of her time to this activity. She also holds positions in community organizations, including Scribner Economic Development and the Scribner Sports Complex Board, and is a board member for the Low Income Ministry of Dodge County.

Employment History
Current Registrations
Thrivent Advisor Network, LLC
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
August 2011 - October 2020 · 9 yrs 2 mos
Thrivent Investment Management INC.Broker
August 2011 - October 2020 · 9 yrs 2 mos
Waddell & Reed, INC.
August 2006 - August 2011 · 5 yrs
Waddell & Reed, INC.Broker
July 2006 - August 2011 · 5 yrs 1 mo
State Registrations2 states
NETX
Advisor

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.