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Brian Meisel

8 Years of Experience
Jefferson City, MO
5 DisclosuresBroker

Brian Meisel is a registered investment advisor at Thrivent Investment Management INC., based in Jefferson City, MO, with 8 years of industry experience. Brian 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

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
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 2 mos
Thrivent Investment Management INC.
February 2018 - Present · 8 yrs 3 mos
Thrivent Investment Management INC.Broker
February 2018 - Present · 8 yrs 3 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.
Brian Meisel - Financial Advisor | TrueAdvisor