MG
MG

Matthew Gall

15 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 15 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 8 mos
Thrivent Investment Management INC.
April 2023 - Present · 3 yrs 6 mos
Thrivent Investment Management INC.Broker
April 2023 - Present · 3 yrs 6 mos
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 Registrations10 states
COFLIAKSMNMONDNESDTX
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.
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