Megan
Heinsma
Thrivent Investment Management Inc
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About this Advisor
Megan Heinsma is a financial advisor based out of Germantown, Wisconsin. Heinsma is an employee of Thrivent Investment Management Inc. Heinsma has gained experience at Capital Insight Financial Group, Securities America, Inc, Forest Hills Swim Club, Columbia Community Pool, Chabot Marlins Swim Team, Las Positas College, University Of Nevada, Reno, Castro Valley High School, Securities America Advisors, Thrivent Investment Management Inc and Thrivent Financial. Heinsma maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Wisconsin. Thrivent Investment Management Inc is a business based out of Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It controls $13 billion in total assets across its 40,990 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Thrivent Investment Management Inc provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually vary depending on the type of services offered. Fee types billed by Thrivent Investment Management Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Megan Heinsma Work History
Megan has been registered as a financial advisor for 0 years.*
Thrivent Investment Management Inc
Thrivent Financial
Securities America Advisors
Securities America, Inc
Capital Insight Financial Group
Chabot Marlins Swim Team
Las Positas College
University Of Nevada, Reno
Chabot Marlins Swim Team
Las Positas College
Forest Hills Swim Club
Columbia Community Pool
Castro Valley High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Megan Heinsma 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
Bloomingdale, IL
Scottsdale, AZ
Albertville, MN
Colorado Springs, CO
Minneapolis, MN
Madison, WI
Mondovi, WI
Appleton, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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