Joshua Malwitz, financial advisor Lakeville MN

Joshua Malwitz

CRD Number: 4814342
Current Firm: Thrivent Investment Management Inc.

Joshua Malwitz (CRD# 4814342) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakeville, MN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jul 2004 - Current 19
Thrivent Investment Management Inc. Lakeville, MN Jun 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Joshua O. Malwitz
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
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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