Mona
Lara

Thrivent Investment Management Inc

CRD#6983079
Investment Advisor
in Colorado Springs, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Mona Lara is a financial advisor operating out of Colorado Springs, Colorado, who has been in the financial industry for 10 years. Lara is on the advisory team at Thrivent Investment Management Inc. Their career trajectory has included roles at Missouri Association Of Community Task Forces, Sturgeon R-V School District, In Home Preschool, Cooper Count R-Iv School District, Student/Homemaker, Menards, Compass Health/Prevention Resource Center, Homemaker, Thrivent Investment Management Inc and Thrivent Financial. Lara maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to serve investors in Colorado, Oklahoma and Texas. Thrivent Investment Management Inc is a business that has its headquarters in Colorado Springs, Colorado. The company has offices in 854 locations and a total of 3,494 people on staff. It controls $11 billion in assets under management between its 33,764 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 33,764 accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Thrivent Investment Management Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2060 Briargate Parkway Ste 120
Colorado Springs, CO 80920

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

CO Average: 157
Total Number of Accounts

33,764

CO Average: 8,262
Average Account Size

$333,867

CO Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Mona Lara Work History

Mona has 10 years of experience.

2018 - Present (3 years)

Thrivent Investment Management Inc

2018 - Present (3 years)

Thrivent Financial

2018 - 2018 (< 1 year)

Missouri Association Of Community Task Forces

2018 - 2018 (< 1 year)

Homemaker

2018 - 2018 (< 1 year)

Thrivent Financial

2017 - 2017 (< 1 year)

Missouri Association Of Community Task Forces

2016 - 2018 (2 years)

In Home Preschool

2016 - 2016 (< 1 year)

Missouri Association Of Community Task Forces

2015 - 2016 (1 year)

Sturgeon R-V School District

2014 - 2015 (1 year)

Cooper Count R-Iv School District

2014 - 2014 (< 1 year)

Student/Homemaker

2013 - 2014 (1 year)

Menards

2013 - 2013 (< 1 year)

Student/Homemaker

2011 - 2013 (2 years)

Missouri Association Of Community Task Forces

2010 - 2011 (1 year)

Compass Health/Prevention Resource Center

Disclosures

Mona Lara has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

James Dugan
Knoxville, TN
Andy Boersma
Spicer, MN
Gregory Buxa
Oconomowoc, WI
Michael Smith
Alpharetta, GA
Tyler Jones
Escondido, CA
Wilfred Wong
Minneapolis, MN
Candace Brewington
Temecula, CA
Roger Deterding
Mount Horeb, WI

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started