ZA
Zachary S. Anderson
THRIVENT ADVISOR NETWORK
Salem, OR 97302
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CRD#: 5251773
ZA
Professional summary
Zachary Scott Anderson is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Salem, Oregon and THRIVENT INVESTMENT MANAGEMENT INC. located in Salem, Oregon.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FIXED INSURANCE POSITION: Agent NATURE: Selling/Servicing Fixed Insurance Contracts? INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2020 ADDRESS: 340 Miller St. SE, Salem OR 97302, United States DESCRIPTION: Selling/Servicing Fixed Insurance Contracts THRIVENT ADVISOR NETWORK, LLC DBA M25 ADVISORS LLC POSITION: Director of Client Services, Wealth Advisor NATURE: Affiliated retail investment advisory firm. INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/01/2020 ADDRESS: 340 Miller St SE, Salem OR 97302, United States DESCRIPTION: Provide investment advisory services to retail clients. ELDER'S MINISTRY TEAM POSITION: Elder NATURE: Providing for spiritual welfare of the staff and congregation INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 2194 SE Minter Bridge Rd, Hillsboro OR 97123, United States DESCRIPTION: Providing for spiritual welfare of the staff and congregation, serve communion
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Scott Anderson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 29, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 340 Miller St, Se, Salem, OR 97302RIA
CRD#: 304569
Salem, OR
Current
August 5, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 340 Miller Street Se, Salem, OR 97302RIA
BD
CRD#: 18387
Salem, OR
Past
July 30, 2020 - August 1, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Salem, OR
Past
December 18, 2006 - July 29, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
LAKE OSWEGO, OR
Past
December 11, 2006 - July 29, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
LAKE OSWEGO, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Oregon(7/29/2020)
RR
Oregon(8/5/2024)
RR
Washington(8/24/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
