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Aaron Wilks

Thrivent Investment Management INC.
15 Years of Experience
Sterling Heights, MI
Broker
View SEC Summary
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Aaron Wilks is a registered investment advisor at Thrivent Investment Management INC., based in Sterling Heights, MI, with 15 years of industry experience. Aaron 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.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3234 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
—
View Full SEC Brochure

Location

14460 Lakeside Circle, Sterling Heights, MI, 48313

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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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Other Business Activities

Aaron is a general partner in Villas of Florida #2 LLC, a rental property investment, spending minimal time reviewing financials and making decisions. He also serves as a comptroller for Peace Lutheran Church and an assistant bowling coach for De La Salle Collegiate High School, dedicating a few hours per week and about a quarter of his time, respectively.

Employment History
Current Registrations
Thrivent Investment Management INC.
November 2012 - Present · 13 yrs 11 mos
Thrivent Investment Management INC.
June 2011 - Present · 15 yrs 4 mos
Thrivent Investment Management INC.Broker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
PFS Investments INC.Broker
January 2011 - May 2011 · 4 mos
State Registrations16 states
CACOFLINKYMAMIMONCNYOHPATNTXVAWI
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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