RG
CFP
RG
CFP

Ryan Gerth

11 Years of Experience
Stoughton, WI
Broker

Ryan Gerth is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Stoughton, WI, with 11 years of industry experience. Ryan 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

417 W Main St, Stoughton, WI, 53589

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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 Activities

Ryan is an alumni advisor for Lambda Chi Alpha, mentoring chapter officers, dedicating minimal time. He is also the President of Eastside Evangelical Lutheran Church, responsible for administration and execution of the congregation's decisions, which takes about a quarter of his time.

Employment History
Current Registrations
Thrivent Investment Management INC.
April 2015 - Present · 11 yrs 1 mo
Thrivent Investment Management INC.Broker
March 2015 - Present · 11 yrs 2 mos
State Registrations16 states
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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.
Ryan Gerth - Financial Advisor | TrueAdvisor