Lutheran Brotherhood
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Lutheran Brotherhood is a RIA based in Minneapolis, MN with $9B in AUM and with 30 advisors nationwide.
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Advisors (30)
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing.
Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not
updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please
contact the firm directly to determine the employment status of the advisors listed above.
Firm Assets Under Management
$8.8B
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
Ownership
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Unknown
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Executives with less than 5% share each
- Addie Joyner Butler
- Albert Kwing-Wong Siu
- Bobby Ivan Griffin
- Brian Lee Thorkelson
- Bruce Jay Nicholson
- Charles Eugene Heeren
- Colleen Both
- Daniel George Walseth
- David Kent Stewart
- Gail Ruth Onan
- Harold Robert Goldstein
- James Maurice Walline
- James Morgan Hushagen
- James Russell Olson
- Jennifer Hastings Martin
- Johan Ake Akesson
- John Keith Both
- John Perry Mcdaniel
- Kurt Martin Senske
- Lawrence Wayne Stranghoener
- Luther Stephen Luedtke
- Mark Lien Simenstad
- Mary Ellen H. Schmider
- Michael Edwin Loken
- Michael Gerald Landreville
- Paul James Ocenasek
- Paul W. Middeke
- Randall Lee Boushek
- Richard Callie Kessler
- Richard Charles Lundell
- Scott Alan Vergin
- Thomas Nelson Haag
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
| Name |
Title |
Tenure Date |
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Butler, Addie, Joyner
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Director |
05/01/1999 |
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James Morgan Hushagen
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Director |
05/01/1995 |
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Lundell, Richard, Charles
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Director |
05/01/1999 |
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Albert Kwing-Wong Siu
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Director |
05/01/1998 |
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Bobby Ivan Griffin
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Director |
08/01/1994 |
| Name |
Title |
Tenure Date |
|
Addie Joyner Butler
|
Director |
05/01/1999 |
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James Morgan Hushagen
|
Director |
05/01/1995 |
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Richard Charles Lundell
|
Director |
05/01/1999 |
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Albert Kwing-Wong Siu
|
Director |
05/01/1998 |
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Bobby Ivan Griffin
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Director |
08/01/1994 |
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Richard Callie Kessler
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Director |
05/01/1991 |
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Luther Stephen Luedtke
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Director |
05/01/1995 |
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John Perry Mcdaniel
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Director |
05/01/1991 |
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Bruce Jay Nicholson
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Director, President & Chief Executive Officer |
05/01/1990 |
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Kurt Martin Senske
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Director |
05/01/1999 |
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Colleen Both
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Vice President - Chief Compliance Officer |
11/01/1982 |
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Randall Lee Boushek
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Senior Vice President - Investments |
07/01/1981 |
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Paul W. Middeke
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Director |
08/01/2000 |
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Daniel George Walseth
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Senior Vice President - General Counsel & Secretary |
07/01/1996 |
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Thomas Nelson Haag
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Assistant Vice President - Portfolio Manager |
06/01/1986 |
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Charles Eugene Heeren
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Vice President - Mutual Fund Equities |
10/01/1976 |
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Michael Gerald Landreville
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Assistant Vice President - Portfolio Manager |
06/01/1983 |
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Paul James Ocenasek
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Assistant Vice President / Portfolio Manager |
06/01/1987 |
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Gail Ruth Onan
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Assistant Vice President / Portfolio Manager |
05/01/1985 |
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Mark Lien Simenstad
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Vice President - Mutual Fund Bond Investments |
09/01/1999 |
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David Kent Stewart
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Vice President & Treasurer |
10/01/1985 |
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Brian Lee Thorkelson
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Assistant Vice President / Portfolio Manager |
10/01/1987 |
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Scott Alan Vergin
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Assistant Vice President / Portfolio Manager |
07/01/1984 |
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James Maurice Walline
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Vice President / Portfolio Manager |
08/01/1968 |
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John Keith Both
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Senior Vice President - Agency Consulting Services |
09/01/1999 |
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Michael Edwin Loken
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Senior Vice President - Information Technology Resources |
11/01/1999 |
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Jennifer Hastings Martin
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Senior Vice President - Corporate & Human Resources |
03/01/1998 |
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James Russell Olson
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Senior Vice President - Member Services |
07/01/1986 |
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Harold Robert Goldstein
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Portfolio Manager |
10/01/1999 |
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Johan Ake Akesson
|
Portfolio Manager |
06/01/1993 |
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Mary Ellen H. Schmider
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Director |
10/01/1988 |
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Lawrence Wayne Stranghoener
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Executive Vice President & Chief Financial Officer |
01/01/2001 |
Affiliated Investment Advisors and Broker Dealers
| Name |
Type |
Total Assets |
| Lutheran Brotherhood Research Corp |
IAR |
$4,500,026,357 |
| Lutheran Brotherhood Securities Corp |
Dual Registrant |
$68,881,186 |
Principal Office & Place of Business
Firm Compensation Arrangements