Allen Zutz, financial advisor Mahnomen MN
96 score

Allen Zutz

CRD Number: 5431091
Current Firm: Thrivent Investment Management Inc.

Allen Zutz (CRD# 5431091) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mahnomen, MN and has over 10 years of experience in the finance industry. Allen Zutz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Thrivent Investment Management Inc. Bemidji, MN Oct 2007 - Current 10
Thrivent Financial For Lutherans Appleton, WI Oct 2007 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Allen J. Zutz
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    8,706
    MILLIONS
  • Total Number of Accounts
    36,854
    ACCOUNTS
  • Average Account Value
    $236,236
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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