Matthew Sandberg, financial advisor Surfside Beach SC
78 score

Matthew Sandberg

CRD Number: 5959042
Current Firm: Thrivent Investment Management Inc.

Matthew Sandberg (CRD# 5959042) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Surfside Beach, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Dec 2011 - Current 5
Thrivent Investment Management Inc. Charlotte, NC Sep 2011 - Current 5
Carolina Custom Lawn & Landscape Rock Hill, SC Feb 2001 - Dec 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew C. Sandberg
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NC
  • SC
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
78

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