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Brian Meisel

Thrivent Investment Management INC.
8 Years of Experience
Jefferson City, MO
5 DisclosuresBroker
View SEC Summary
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Brian Meisel is a registered investment advisor at Thrivent Investment Management INC., based in Jefferson City, MO, with 8 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

520 Dix Road, Jefferson City, MO, 65109

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2020
Final
Financial
June 2020
Final
Financial
March 2020
Final
Financial
March 2020
Final
Financial
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian works as a senior designer for Element Design Company, providing landscape design and management services. He also provides funeral assistance at Freeman Mortuary and is a board member for Trinity Lutheran School Alumni Association, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Thrivent Investment Management INC.
March 2018 - Present · 8 yrs 7 mos
Thrivent Investment Management INC.
February 2018 - Present · 8 yrs 8 mos
Thrivent Investment Management INC.Broker
February 2018 - Present · 8 yrs 8 mos
State Registrations6 states
ALCOKSMONCTX
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.
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