Matthew RupertCRD Number: 7076084
Current Firm: Thrivent Advisor Network, LLC
Matthew Rupert (CRD# 7076084) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Peoria Heights, IL and has over 3 years of experience in the finance industry.
Rp Zeigler Investment Services
Robert W. Baird & Company Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Thrivent Advisor Network, LLC||Peoria Heights, IL||Jun 2020 - Current||2|
|Central Il Financial Consultants||Peoria Heights, IL||Apr 2019 - Current||3|
|Thrivent Investment Management Inc.||Peoria Heights, IL||May 2019 - Jun 2020||1|
|State Farm Insurance||Bloomington, IL||May 2009 - Mar 2019||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management6,529MILLIONS
Total Number of Accounts26,104ACCOUNTS
Average Account Value$250,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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