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Casey Mitchell

8 Years of Experience
Broker

Casey Mitchell is a registered investment advisor at Thrivent Asset Management, LLC, based in Minneapolis, MN, with 8 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

901 Marquette Avenue, Suite 2500, Minneapolis, MN, 55402

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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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Employment History
Current Registrations
Thrivent Asset Management, LLC
March 2025 - Present · 1 yr 1 mo
Thrivent Distributors, LLC
December 2024 - Present · 1 yr 4 mos
Thrivent Distributors, LLCBroker
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Fred Alger & Company, LLCBroker
June 2020 - November 2024 · 4 yrs 5 mos
Oppenheimer & CO. INC.
October 2019 - June 2020 · 8 mos
Oppenheimer & CO. INC.Broker
October 2019 - June 2020 · 8 mos
UBS Financial Services INC.
September 2017 - September 2019 · 2 yrs
UBS Financial Services INC.Broker
August 2017 - September 2019 · 2 yrs 1 mo
State Registrations51 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.