Robert EspenelCRD Number: 3059924
Current Firm: Thrivent Investment Management Inc.
Robert Espenel (CRD# 3059924) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lake Oswego, OR and has over 19 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Thrivent Financial||Appleton, WI||Apr 2014 - Current||3|
|Thrivent Investment Management Inc.||Lake Oswego, OR||Oct 2009 - Current||8|
|Thrivent Financial For Lutherans||Appleton, WI||Oct 2009 - Apr 2014||4|
|Unemployed||Denver, CO||Jul 2009 - Oct 2009||< 1|
|Ids Life Insurance Company||Clackamas, OR||May 1998 - Jun 2009||11|
|American Express Financial Advisors Inc.||Clackamas, OR||May 1998 - Jun 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- 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