EB
EB

Erich Beyersdorf

4 Years of Experience
Fond Du Lac, WI
1 DisclosureBroker

Erich Beyersdorf is a registered investment advisor at Thrivent Investment Management INC., based in Fond Du Lac, WI, with 4 years of industry experience. Erich 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.

Loading...

Location

17 Forest Avenue, Fond Du Lac, WI, 54935

Get directions

History

Regulatory History (1)
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
September 2019
Final
Other Business Activities

Erich is a Resident Youth Pastor at Edgewood Community Church since December 2023, ministering to youth and young adults. This is a full-time commitment for Erich.

Employment History
Current Registrations
Thrivent Investment Management INC.
January 2022 - Present · 4 yrs 4 mos
Thrivent Investment Management INC.Broker
December 2021 - Present · 4 yrs 5 mos
State Registrations4 states
ILKYNCWI
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.