Robert Espenel, financial advisor Lake Oswego OR
93 score

Robert Espenel

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Apr 2014 - Current 2
Thrivent Investment Management Inc. Lake Oswego, OR Oct 2009 - Current 7
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
Contact Info for Robert W. Espenel
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • DC
  • OK
  • TX
  • OR
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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