TC
TC

Thomas Chronis

2 Years of Experience
Ontario, CA
BrokerSells Insurance

Thomas Chronis is a registered investment advisor at Thrivent Advisor Network, LLC, based in Ontario, CA, with 2 years of industry experience. Thomas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
10,821 clients
Average Client Portfolio
$614K average
Assets Under Management
$6.6B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

3333 East Concours Street, Suite 8100, Ontario, CA, 91764

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Thomas sells and services fixed insurance contracts, dedicating about 10-20% of his time to this activity. He is also Vice President and Partner at IEFC, LLC, overseeing finances and hiring decisions, which takes nearly full-time.

Employment History
Current Registrations
Thrivent Advisor Network, LLC
August 2024 - Present · 1 yr 9 mos
Thrivent Investment Management INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2023 - June 2024 · 6 mos
State Registrations8 states
AZCANCNVTNTXVAWA
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.
Thomas Chronis - Financial Advisor | TrueAdvisor