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Aaron Lanteigne

17 Years of Experience
2 DisclosuresBroker

Aaron Lanteigne is a registered investment advisor at Thrivent Investment Management INC., based in Indianapolis, IN, with 17 years of industry experience. Aaron 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.

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Location

Indianapolis, IN

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History

Regulatory History (2)
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.
Civil Bond
March 2016
Regulatory
April 2010
Final
Other Business Activities

Aaron is a board member of Indy Christian Sports Fellowship, which aims to help people find their identity in Christ through sports and fellowship. He dedicates minimal time to this role, working with other board members to execute the organization's mission and vision.

Employment History
Current Registrations
Thrivent Investment Management INC.
May 2009 - Present · 16 yrs 11 mos
Thrivent Investment Management INC.
May 2009 - Present · 16 yrs 11 mos
Thrivent Investment Management INC.Broker
May 2009 - Present · 16 yrs 11 mos
Previous Registrations
Edward Jones
September 2008 - April 2009 · 7 mos
Edward JonesBroker
September 2008 - April 2009 · 7 mos
The Huntington Investment Company
July 2008 - September 2008 · 2 mos
The Huntington Investment CompanyBroker
May 2008 - September 2008 · 4 mos
State Registrations20 states
AZCOFLIAIDILINKSKYMIMONEOHOKORSDTNTXVAWI
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.