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Blair Greenwood

9 Years of Experience
Sells Insurance

Blair Greenwood is a registered investment advisor at Thrivent Advisor Network, LLC, based in Minneapolis, MN, with 9 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,821 clients with $6.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
10,821 clients
Average Client Portfolio
$614K average
Assets Under Management
$6.6B

Fee Structure

Investment management only (planning not offered)

Thrivent Advisor Network charges an investment management fee that will not exceed 2% of your portfolio each year. The exact fee depends on the services offered, the complexity of those services, and the amount of your portfolio. The fee is negotiable. Clients may pay more in the TAN Wrap Fee Program.

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Location

600 Portland Avenue South, Minneapolis, MN, 55415

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blair spends about 10% of their time on insurance sales. Blair also coaches volleyball at Baylor University, provides private volleyball lessons, and coaches volleyball clinics for a local high school.

Employment History
Current Registrations
Thrivent Advisor Network, LLC
July 2020 - Present · 5 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
October 2016 - July 2020 · 3 yrs 9 mos
Thrivent Investment Management INC.Broker
September 2016 - July 2020 · 3 yrs 10 mos
State Registrations1 state
TX
Advisor

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.