Andrew Mortenson, financial advisor West Bend WI

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 10 years of experience in the finance industry.

Similar Advisors
Laura Ingram, financial advisor West Bend WI
Laura E. Ingram
CRD# 5809177
Osaic Wealth, Inc.
Similar Advisors
David Adams, financial advisor West Bend WI
David G. Adams
CRD# 2186552
Commonwealth Financial Network
Similar Advisors
Lisa Adams, financial advisor West Bend WI
Lisa K. Adams
CRD# 2042816
Commonwealth Financial Network
Company Name Location Dates Years
Thrivent Investment Management Inc. West Bend, WI Feb 2008 - Current 16
Thrivent Financial For Lutherans Appleton, WI Feb 2008 - Current 16
Exam Code Name Passed Date
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew B. Mortenson
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MI
  • OK
  • TX
  • WI
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
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, WY

Ready to hire a financial advisor? Get competitive proposals from Andrew Mortenson and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.