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Andrew Barthel

9 Years of Experience
BrokerSells Insurance

Andrew Barthel is a registered investment advisor at Thrivent Advisor Network, LLC, based in Hoagland, IN, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,821 clients with $6.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
10,821 clients
Average Client Portfolio
$614K average
Assets Under Management
$6.6B

Fee Structure

Investment management only (planning not offered)

Thrivent Advisor Network charges an investment management fee that will not exceed 2% of your portfolio each year. The exact fee depends on the services offered, the complexity of those services, and the amount of your portfolio. The fee is negotiable. Clients may pay more in the TAN Wrap Fee Program.

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Location

14812 1st Street, Hoagland, IN, 46745

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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

Andrew is the Vice Chairman of St. Paul Lutheran Church, a board member of Lutheran Ministries of Mercy, and the owner of Philtwo LLC. He also sells/services fixed insurance contracts and works as a Wealth Advisor/Owner for Thrivent Advisor Network, LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Thrivent Advisor Network, LLC
September 2024 - Present · 1 yr 7 mos
Thrivent Investment Management INC.Broker
May 2016 - Present · 9 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
August 2016 - September 2024 · 8 yrs 1 mo
State Registrations8 states
ALFLINKYMINEOHWI
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.
Andrew Barthel - Financial Advisor | TrueAdvisor