Nicholas Taylor
Investment adviser representative at Thrivent Advisor Network, LLC
19 yearsExperience
1 stateRegistered in
$6.8BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Thrivent Investment Management IncAug 2024 to now
- Thrivent Advisor Network dba Tm3 WealthJun 2020 to now
- Thrivent Advisor Network, LLCMay 2020 to now
- Purshe Kaplan Sterling Investments, Inc.May 2020 to Jun 2020
- Thrivent Financial for LutheransDec 2007 to May 2020
- Thrivent Invesment Management IncNov 2007 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Thrivent Advisor Network, LLC
$6.8BAssets managed
14,732Clients
117Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5457904
- Firm CRD
- 304569