Lutheran Brotherhood Research Corp (Minneapolis)

Name: Lutheran Brotherhood Research Corp
Address: 625 Fourth Avenue South, Minneapolis, MN, 55415
Telephone: 612-340-8492

Lutheran Brotherhood Research Corp is a large advisory firm based in Minneapolis. It manages $4.5 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Lutheran Brotherhood Research Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lutheran Brotherhood Research Corp: assets under management

The assets under management (AUM) of Lutheran Brotherhood Research Corp is $4.5 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.5 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lutheran Brotherhood Research Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lutheran Brotherhood Research Corp

Woodrow Eugene Eno has been acting as President since 1 Apr 2002. John Oren Gilbert joined the executive team most recently as the Director; Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lutheran Brotherhood Financial Corp.	Parent company of lutheran brotherhood research corp.	1 Dec 1984	75% - 100%	41-1511111
Charles Eugene Heeren	Vice president	1 Jun 1986	Other	4336587
James Maurice Walline	Vice president	1 Jun 1986	Other	4336819
Marie Ann Sorensen	Assistant vice president	1 Jun 1987	Other	1730597
Randall Lee Boushek	Director; president	1 Jan 1990	Other	4120176
Scott Alan Vergin	Assistant vice president	1 Jan 1990	Other	4336812
James Russell Olson	Director; vice president	1 Jul 1990	Other	866830
Bruce Jay Nicholson	Director; chairman	1 Jul 1991	Other	2200207
Jerald Edward Sourdiff	Director; vice president	1 Jul 1991	Other	2200208
Thomas Nelson Haag	Assistant vice president	1 Oct 1991	Other	4336586
Michael Gerald Landreville	Assistant vice president	1 Oct 1991	Other	4336592
Gail Ruth Onan	Assistant vice president	1 Oct 1991	Other	4336778
Brian Lee Thorkelson	Assistant vice president	1 Mar 1997	Other	4336809
Frederick Paul Johnson	Assistant vice president	1 Mar 1997	Other	1758326
David Kent Stewart	Treasurer	1 Dec 1997	Other	2990869
David Warren Angstadt	Director; vice president	1 Mar 1998	Other	2119799
Jennifer Hastings Martin	Director; vice president	1 Mar 1998	Other	3054205
Paul James Ocenasek	Assistant vice president	1 Mar 1998	Other	4336772
John Carl Bjork	Assistant secretary	1 Mar 1998	Other	2861867
Marlene Joy Nogle	Assistant secretary	1 Jul 1999	Other	3248695
Mark Lien Simenstad	Vice president	1 Sep 1999	Other	2683200
Harold Robert Goldstein	Assistant vice president	1 Sep 1999	Other	1060310
Michael Edwin Loken	Director; vice president	1 Oct 1999	Other	4120151
Daniel George Walseth	Director; vice president & secretary	1 Oct 1999	Other	4120197
Johan Ake Akesson	Assistant vice president	1 Jun 2000	Other	4337277
Michael Edwin Loken	Vice president	1 Nov 2000	Other	4120151
Jennifer Hastings Martin	Vice president	1 Nov 2000	Other	3054205
Deborah E. Moore	Director; vice president	1 Mar 2001	Other	4336828
Lawrence Wayne Stranghoener	Director; vice president	1 Mar 2001	Other	714682
James Edwin Nelson	Assistant secretary	1 Apr 2001	Other	1803456
James Adlai Thomsen	Director; vice president	1 Jul 2001	Other	1510675
Inc. Aal Holdings	Parent company of lutheran brotherhood research corp.	1 Jan 2002	75% - 100%	39-1559369
John Oren Gilbert	Director; chairman	1 Apr 2002	Other	2088601
Woodrow Eugene Eno	Director	1 Apr 2002	Other	1038576
Pamela J Moret	Director	1 Apr 2002	Other	1092043
Jon Michael Stellmacher	Director	1 Apr 2002	Other	3134024

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lutheran Brotherhood	Parent of lutheran brotherhood financial corporation	1 Feb 1970	75% - 100%	105265
Aid Association For Lutherans	Parent of aal holdings, inc.	1 Jan 2002	75% - 100%	115785
Thrivent Financial For Lutherans	Parent of aal holdings, inc.	1 Jan 2002	75% - 100%	115785

Based in Minneapolis

The principal office where Lutheran Brotherhood Research Corp performs its advisory services is located at 625 Fourth Avenue South, Minneapolis, MN 55415, which is also the mailing address of the firm. An additional office of the firm is in Appleton, WI. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 612-340-8492 or by fax 612-340-8408. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.luthbro.com.