Andrew Mortenson, financial advisor West Bend WI
88 score

Andrew Mortenson

CRD Number: 5497477
Current Firm: Thrivent Investment Management Inc.
Compensation Model: Both
Andrew Mortenson (CRD# 5497477) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 8 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Thrivent Investment Management Inc. West Bend, WI Feb 2008 - Current 8
Thrivent Financial For Lutherans Appleton, WI Feb 2008 - Current 8
Vector Marketing Eau Claire, WI Jun 2004 - Mar 2008 3
Concordia University Mequon, WI Aug 2004 - Dec 2007 3
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2008
S66 NASAA Uniform Combined State Law Examination Mar 2008
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Andrew B. Mortenson
Phone Number: (262) 247-2494
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
  • IA
  • CO
  • IN
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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