Derek Sargent
Derek Sargent is a registered investment advisor at Thrivent Investment Management INC., based in Adair, IA, with 17 years of industry experience. Derek 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
321 Audubon St, Adair, IA, 50002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek owns Sargent Properties LLC (apartment rentals) and is President of 321 Main LLC (office, storage, and apartment rentals), dedicating about 10-20% of his time to these activities. He also serves as a board member for Little Smiles & C0 (child care), spending minimal time on this.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations7 states
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