Hannah
Steege

Thrivent Investment Management Inc

CRD#7314120
Investment Advisor
in Folsom, CA

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About this Advisor

Hannah Steege is a financial advisor based in Folsom, California, working with Thrivent Investment Management Inc. Hannah has previously held positions at California State University-Sacramento, The Old Spaghetti Factory, Dos Coyotes Border Cafe, Bell Bros. Heating & Air, Elk Grove High School, Thrivent Investment Management Inc, Thrivent Financial, and Cambridge Investment Research, Inc. Hannah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Hannah is part of Thrivent Investment Management Inc, which operates out of Folsom, California. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 Parkshore Dr
Folsom, CA 95630

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

CA Average: $5,289,111,388
Total Number of Employees

3,596

CA Average: 157
Total Number of Accounts

42,439

CA Average: 8,262
Average Account Size

$349,060

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Hannah Steege Work History

2024 - Present (1 year)

Cambridge Investment Research, Inc

2022 - 2022 (< 1 year)

Thrivent Financial

2022 - 2024 (2 years)

Thrivent Financial

2020 - 2024 (4 years)

Thrivent Investment Management Inc

2017 - 2021 (4 years)

California State University-Sacramento

2017 - 2022 (5 years)

The Old Spaghetti Factory

2017 - 2017 (< 1 year)

Bell Bros. Heating & Air

2016 - 2017 (1 year)

Dos Coyotes Border Cafe

2013 - 2017 (4 years)

Elk Grove High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Hannah Steege to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Elizabeth Odegaard
Minneapolis, MN
Ryan Disselhorst
Newbury Park, CA
Timothy Rothenbush
Woodway, TX
Susan Schenk
Minneapolis, MN
Kevin Mace
Minneapolis, MN
Robert Tuszynski
Appleton, WI
Amy Erkenbrack
Faribault, MN
David Jackman
Ramsey, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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