CB
CB

Christopher Bean

13 Years of Experience
Carmel, IN
1 DisclosureBroker

Christopher Bean is a registered investment advisor at Thrivent Investment Management INC., based in Carmel, IN, with 13 years of industry experience. Christopher 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.

Loading...

Location

11711 N Meridian St, Carmel, IN, 46032

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2008
Final Disposition
Other Business Activities

Christopher is a board member for the Goodwill Foundation of Central and Southern Indiana, a local non-profit. He dedicates minimal time to this activity.

Employment History
Current Registrations
Thrivent Investment Management INC.
July 2019 - Present · 6 yrs 10 mos
Thrivent Investment Management INC.
July 2019 - Present · 6 yrs 10 mos
Thrivent Investment Management INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2012 - July 2019 · 7 yrs
Northwestern Mutual Investment Services, LLCBroker
July 2012 - July 2019 · 7 yrs
Edward JonesBroker
February 2012 - March 2012 · 1 mo
State Registrations1 state
IN
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.
Christopher Bean - Financial Advisor | TrueAdvisor