MG
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Matthew Gall

14 Years of Experience
Falls City, NE
1 DisclosureBroker

Matthew Gall is a registered investment advisor at Thrivent Investment Management INC., based in Falls City, NE, with 14 years of industry experience. Matthew 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

1313 Harlan Street, Falls City, NE, 68355

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History

Regulatory History (1)
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Criminal
November 2002
Final Disposition
Other Business Activities

Matthew is a board member and Troop Master for Trail Life USA, a scouting organization based on Christian principles. He dedicates a few hours per week to voting on bylaws, leading spiritually, and other troop matters.

Employment History
Current Registrations
Thrivent Investment Management INC.
February 2024 - Present · 2 yrs 3 mos
Thrivent Investment Management INC.
April 2023 - Present · 3 yrs 1 mo
Thrivent Investment Management INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Weitz Securities, INC.Broker
August 2022 - January 2023 · 5 mos
Ceros Financial Services, INC.Broker
May 2020 - August 2022 · 2 yrs 3 mos
Pacific Select Distributors, LLCBroker
October 2017 - February 2020 · 2 yrs 4 mos
PFS Investments INC.Broker
August 2010 - October 2017 · 7 yrs 2 mos
State Registrations8 states
COFLIAKSMONESDTX
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.