MC
MC

Matthew Crowe

12 Years of Experience
St Louis, MO
Broker

Matthew Crowe is a registered investment advisor at Thrivent Investment Management INC., based in St Louis, MO, with 12 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

1515 Des Peres Rd, St Louis, MO, 63131

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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
July 2020 - Present · 6 yrs 2 mos
Thrivent Investment Management INC.
July 2020 - Present · 6 yrs 2 mos
Previous Registrations
Ae Wealth Management, LLC
February 2020 - June 2020 · 4 mos
Wells Fargo Clearing Services, LLC
March 2019 - January 2020 · 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2019 - January 2020 · 10 mos
Crown Capital Securities, L.P.
May 2018 - March 2019 · 10 mos
Crown Capital Securities, L.P.Broker
May 2018 - March 2019 · 10 mos
MML Investors Services, LLC
March 2017 - October 2017 · 7 mos
MML Investors Services, LLCBroker
March 2017 - October 2017 · 7 mos
Msi Financial Services, INC.
March 2017 - March 2017 · 0 mos
Msi Financial Services, INC.Broker
February 2017 - March 2017 · 1 mo
AXA Advisors, LLC
September 2015 - September 2016 · 1 yr
AXA Advisors, LLCBroker
September 2015 - September 2016 · 1 yr
Farmers Financial Solutions, LLCBroker
November 2014 - August 2015 · 9 mos
MML Investors Services, LLC
March 2013 - May 2014 · 1 yr 2 mos
MML Investors Services, LLCBroker
January 2013 - May 2014 · 1 yr 4 mos
Edward Jones
February 2012 - October 2012 · 8 mos
Edward JonesBroker
January 2012 - October 2012 · 9 mos
State Registrations2 states
ILMO
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.
Matthew Crowe - Financial Advisor | TrueAdvisor