Todd Trautmann, financial advisor Holmen WI
93 score

Todd Trautmann

CRD Number: 3164848
Current Firm: Thrivent Investment Management Inc.

Todd Trautmann (CRD# 3164848) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Holmen, WI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Investment Management Inc. Holmen, WI Jul 2002 - Current 14
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Todd A. Trautmann
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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