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Tara Svatora

1 Year of Experience
Columbus, NE
1 DisclosureBroker

Tara Svatora is a registered investment advisor at Thrivent Investment Management INC., based in Columbus, NE, with 1 years of industry experience. Tara 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

1464 27th Ave, Columbus, NE, 68601

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History

Regulatory History (1)
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Financial
May 2020
Final
Other Business Activities

Tara co-owns Backroom Boutique, a custom t-shirt business, and coaches for Lakeview Lightning Volleyball. These activities are not investment-related and take about 10-20% of Tara's time and a few hours per week, respectively.

Employment History
Current Registrations
Thrivent Investment Management INC.
February 2025 - Present · 1 yr 5 mos
Thrivent Investment Management INC.Broker
January 2025 - Present · 1 yr 6 mos
State Registrations12 states
FLIAILKSMONDNEORPASDTXWA
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.
Tara Svatora - Financial Advisor | TrueAdvisor