RS
CFP
RS
CFP

Richard Steinbrueck

36 Years of Experience
Brandon, FL
1 DisclosureBroker

Richard Steinbrueck is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Brandon, FL, with 36 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

Loading...

Location

407 N Parsons Ave, Brandon, FL, 33510

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2015
Denied
Other Business Activities

Richard owns a website, www.rgsjoy.com, offering original music, educational materials, and memorabilia since 1996. He spends minimal time updating the website and volunteering at fundraising events.

Employment History
Current Registrations
Thrivent Investment Management INC.
February 2005 - Present · 21 yrs 2 mos
Thrivent Investment Management INC.
September 1989 - Present · 36 yrs 7 mos
Thrivent Investment Management INC.Broker
September 1989 - Present · 36 yrs 7 mos
State Registrations11 states
ALFLGAMIMNMONCNYOHVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Richard Steinbrueck - Financial Advisor | TrueAdvisor