Melanie Morat, financial advisor Folsom CA

Melanie Morat

CRD Number: 6761207
Current Firm: Thrivent Investment Management Inc.

Melanie Morat (CRD# 6761207) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Folsom, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Apr 2019 - Current 2
Thrivent Investment Management Inc. Folsom, CA Sep 2018 - Current 3
Thrivent Financial Appleton, WI Jan 2019 - Apr 2019 < 1
Thrivent Financial Gold River, CA Aug 2017 - Jan 2019 1
Thrivent Financial Gold River, CA Mar 2017 - Jan 2019 1
Unemployed Folsom, CA Apr 2014 - Mar 2017 2
Estech San Ramon, CA Oct 2006 - Mar 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
S63 Uniform Securities State Law Examination Jan 2019
Contact Info for Melanie Morat
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10,689
    MILLIONS
  • Total Number of Accounts
    30,308
    ACCOUNTS
  • Average Account Value
    $352,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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