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Sheila Johnson

12 Years of Experience
Ogallala, NE
1 DisclosureBroker

Sheila Johnson is a registered investment advisor at Thrivent Investment Management INC., based in Ogallala, NE, with 12 years of industry experience. Sheila 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

123 N Spruce St, Ogallala, NE, 69153

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History

Regulatory History (1)
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Customer Dispute
March 2017
Settled
Other Business Activities

Sheila is a member of the North Platte Municipal Band, occasionally judges musical competitions, and plays in the pit orchestra for the North Platte Community Playhouse. These activities take about a quarter of her time overall.

Employment History
Current Registrations
Thrivent Investment Management INC.
August 2013 - Present · 12 yrs 11 mos
Thrivent Investment Management INC.Broker
July 2013 - Present · 13 yrs
State Registrations8 states
COHIKSMONESDTXWY
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.