JF
JF

Joshua Faaborg

13 Years of Experience
Johnston, IA
Broker

Joshua Faaborg is a registered investment advisor at Thrivent Investment Management INC., based in Johnston, IA, with 13 years of industry experience. Joshua 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

5404 NW 88th Street, Johnston, IA, 50131-1721

Get directions

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.

Learn about disclosures →
Other Business Activities

Joshua is a trustee for the Faaborg Family Revocable Trust, which owns a lake home used for personal use, entertainment, and occasional rental income. He is also a co-owner of FKFS Incorporated, which owns the office building used for his Thrivent business, and the head football coach for Belmond-Klemme School District, spending a few hours per week on this role.

Employment History
Current Registrations
Thrivent Investment Management INC.
July 2012 - Present · 13 yrs 10 mos
Thrivent Investment Management INC.
June 2012 - Present · 13 yrs 11 mos
Thrivent Investment Management INC.Broker
June 2012 - Present · 13 yrs 11 mos
State Registrations17 states
AZCOFLIAILKSMAMNMONCNDNEOHOKSDTXWI
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.
Joshua Faaborg - Financial Advisor | TrueAdvisor