Matthew Rupert
Matthew Rupert is a registered investment advisor at Thrivent Advisor Network, LLC, based in Minneapolis, MN, with 6 years of industry experience. Matthew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
600 Portland Avenue South, Minneapolis, MN, 55415
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the owner/operator of a personal income tax preparation service, though he is not currently performing tax work. He also sells insurance and prepares individual income tax returns, dedicating about 10% of his time to insurance sales and a few hours per week to tax preparation.
Employment History
Current Registrations
Thrivent Advisor Network, LLC
Previous Registrations
Thrivent Investment Management INC.
State Registrations1 state
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.