PC
CFP
PC
CFP

Paul Christopher

13 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Paul Christopher is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 13 years of industry experience. Paul 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

600 Portland Avenue South, Minneapolis, MN, 55415

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 ActivitiesSells Insurance

Paul refers clients to David Wolf for long-term care insurance and dedicates minimal time to this. He also works as a Wealth Advisor for Thrivent Advisor Network, spending nearly full-time hours providing investment advisory services. Paul also spends minimal time selling/servicing fixed insurance contracts.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
September 2024 - Present · 1 yr 10 mos
Thrivent Investment Management INC.
September 2024 - Present · 1 yr 10 mos
Thrivent Advisor Network, LLC
July 2020 - Present · 6 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - September 2024 · 4 yrs 1 mo
Thrivent Investment Management INC.
February 2016 - August 2020 · 4 yrs 6 mos
Thrivent Investment Management INC.Broker
February 2016 - August 2020 · 4 yrs 6 mos
Ameriprise Financial Services, INC.
January 2014 - February 2016 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2012 - February 2016 · 3 yrs 7 mos
State Registrations4 states
MIMNTNWI
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.
Paul Christopher - Financial Advisor | TrueAdvisor