AP
AP

Aaron Parsel

16 Years of Experience
1 DisclosureBroker

Aaron Parsel is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 16 years of industry experience. Aaron 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

600 Portland Ave S, Minneapolis, MN, 55415

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History

Regulatory History (1)
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Criminal
October 1991
Final Disposition
Employment History
Current Registrations
Thrivent Investment Management INC.
September 2023 - Present · 2 yrs 7 mos
Thrivent Investment Management INC.
February 2023 - Present · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Assetmark Brokerage, LLCBroker
May 2021 - July 2022 · 1 yr 2 mos
USAA Investment Services CompanyBroker
June 2020 - September 2020 · 3 mos
USAA Financial Advisors, INC.Broker
November 2018 - June 2020 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
May 2008 - June 2018 · 10 yrs 1 mo
State Registrations1 state
AZ
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.