BS
Brandon J. Scheevel
THRIVENT INVESTMENT MANAGEMENT
Spring Valley, MN 55975
Some features on this profile are disabled
CRD#: 6513778
BS
Professional summary
Brandon James Scheevel is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Spring Valley, Minnesota.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Brandon has worked at 1 firm and has passed the Series 65, Series 63, SIE and Series 6 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.
BETHANY BIBLE CHURCH POSITION: Elder / Board Member NATURE: Bethany Bible Church is a non-denomination church, withno official membership,located in Le Roy, Minnesota. The church offers weekly Sunday School and Church services along with other activities such as summer Vacation Bible School, Weekly prayer meetings, and other church-related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: 138 E Main St, Le Roy MN 55951, United States DESCRIPTION: I serve as one of three elders (this includes the pastor) who assist the pastor inmaking decisions for the church regarding Sunday School curriculum, special speakers, how to support missionaries and other needs of the church and local community members, praying for each other and the members of the church, monthly bible study. BETHANY BIBLE CHURCH POSITION: Treasurer NATURE: Bethany Bible Church is a non-denominational church located in Le Roy, Minnesota. The church offers weekly Sunday School and Church services along with other activities such as summer Vacation Bible School, Weekly prayer meeting, and other church-related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 138 E Main St, Le Roy MN 55951, United States DESCRIPTION: I am the treasurer for Bethany Bible Church. My main duties include collecting and depositing weekly offerings, paying bills, preparing and reporting on monthly and annual reports, and preparing year-end W2s and 1099s. We have one other person, David Lunning, as a signor on the bank account. BCS SOLUTIONS, LLC POSITION: Owner NATURE: Rental of Conference Room Space. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2022 ADDRESS: 131 North Broadway, Spring Valley MN 55975, United States DESCRIPTION: Rental of Conference Room within my building. Conference Room is separate from my main office with a separate locked door. I will open the Conference Room and be in my office during the event and then lock the Conference Room when complete.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon James Scheevel's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brandon James Scheevel'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
May 22, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 121 N Broadway, Spring Valley, MN 55975RIA
BD
CRD#: 18387
Spring Valley, MN
Current
September 25, 2015 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 121 N Broadway, Spring Valley, MN 55975RIA
BD
CRD#: 18387
Spring Valley, MN
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".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
RR
California(1/15/2016)
RR
Iowa(11/6/2015)
RR
Kansas(10/15/2019)
RR
Minnesota(10/19/2015)
IAR
Minnesota(5/22/2020)
RR
Texas(5/11/2021)
IAR
Texas(5/11/2021)
RR
Washington(9/4/2018)
RR
Wisconsin(7/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
