Neil ZellerCRD Number: 2976118
Current Firm: Thrivent Investment Management Inc.
Neil Zeller (CRD# 2976118) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gresham, OR and has over 20 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Thrivent Investment Management Inc.||Gresham, OR||Jul 2002 - Current||15|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2002 - Current||15|
|Thrivent Financial Bank||Gresham, OR||Jul 2002 - Dec 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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