Matthew Merrick, financial advisor Lino Lakes MN

Matthew Merrick

CRD Number: 6340477
Current Firm: Thrivent Investment Management Inc.

Matthew Merrick (CRD# 6340477) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lino Lakes, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Dec 2015 - Current 8
Thrivent Investment Management Inc. Lino Lakes, MN Jun 2015 - Current 8
Thrivent Financial Appleton, WI Oct 2015 - Dec 2015 < 1
Minnesota Duluth Duluth, MN Aug 2011 - May 2015 3
Martin Brower Fridley, MN May 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Matthew J. Merrick
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MN
  • OK
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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