JM
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Joseph Misner

1 Year of Experience
Carmel, IN
Broker

Joseph Misner is a registered investment advisor at Thrivent Investment Management INC., based in Carmel, IN, with 1 years of industry experience. Joseph 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

11711 N Meridian St, Carmel, IN, 46032

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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.

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Other Business Activities

Joseph works part-time as a food delivery driver for DoorDash and Uber Eats, dedicating a few hours per week to each. He also owns two rental properties, requiring minimal time.

Employment History
Current Registrations
Thrivent Investment Management INC.
December 2024 - Present · 1 yr 5 mos
Thrivent Investment Management INC.
September 2024 - Present · 1 yr 8 mos
Thrivent Investment Management INC.Broker
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
IN
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.
Joseph Misner - Financial Advisor | TrueAdvisor