Strivent Financial

Strivent Financial (CRD# 299009) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $18,247,208 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
27201 Puerta Real, Suite 300, Mission Viejo, CA 92691
http://www.striventfinancial.com/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $165,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Strivent Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Henss, financial advisor Mission Viejo CA
Kevin P. Henss
CRD#: 6305455
Mission Viejo, CA

Kevin Henss (CRD# 6305455) is an Investment Advisor Representative working at Strivent Financial in Mission Viejo, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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