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Nathan Schipper

14 Years of Experience
Minneapolis, MN
Broker

Nathan Schipper is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 14 years of industry experience. Nathan 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
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.Broker
October 2017 - Present · 8 yrs 9 mos
Thrivent Investment Management INC.
October 2017 - Present · 8 yrs 9 mos
Thrivent Investment Management INC.
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
Questar Asset Management, INC.
June 2015 - October 2017 · 2 yrs 4 mos
Questar Capital CorporationBroker
June 2015 - October 2017 · 2 yrs 4 mos
Sagepoint Financial, INC.Broker
November 2014 - June 2015 · 7 mos
Royal Alliance Associates, INC.Broker
November 2014 - June 2015 · 7 mos
Fsc Securities CorporationBroker
November 2014 - June 2015 · 7 mos
Woodbury Financial Services, INC.Broker
October 2014 - June 2015 · 8 mos
American Enterprise Investment Services INC.Broker
November 2011 - September 2014 · 2 yrs 10 mos
Hartford Investment Financial Services, LLCBroker
May 2008 - September 2008 · 4 mos
State Registrations1 state
MN
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.