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Benjamin Reynolds

11 Years of Experience
BrokerSells Insurance

Benjamin Reynolds is a registered investment advisor at Thrivent Investment Management INC., based in Edina, MN, with 11 years of industry experience. Benjamin 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

7760 France Avenue South,, Suite 710, Edina, MN, 55435

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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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Other Business ActivitiesSells Insurance

Benjamin owns Storyline, LLC, established for business expenses, and is a Wealth Coach/Director of Financial Planning at Parable Wealth Partners, taking nearly full-time. He also sells and services fixed insurance contracts, dedicating minimal time to this activity.

Employment History
Current Registrations
Thrivent Investment Management INC.
August 2024 - Present · 1 yr 8 mos
Thrivent Investment Management INC.Broker
August 2024 - Present · 1 yr 8 mos
Thrivent Advisor Network, LLC
July 2020 - Present · 5 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - August 2024 · 4 yrs
Thrivent Investment Management INC.
August 2014 - August 2020 · 6 yrs
Thrivent Investment Management INC.Broker
July 2014 - August 2020 · 6 yrs 1 mo
State Registrations7 states
CAIAILMNNVWAWI
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.