Casey Mitchell

Thrivent Asset Management, LLC

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Thrivent Asset Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

23 advisors

Number of Clients

31 clients

Average Client Portfolio

$1.5B average

Assets Under Management

$46.8B

Fee Structure

Financial Planning:Investment management only

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.

Employment History

Current Registrations

Thrivent Asset Management, LLC

March 2025 - Present · 11 mos

Thrivent Distributors, LLC

December 2024 - Present · 1 yr 2 mos

Thrivent Distributors, LLCBroker

December 2024 - Present · 1 yr 2 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

Exams

No exam information available for this advisor.