Katie
Regan
Thrivent Investment Management Inc
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About this Advisor
Katie Regan is a financial advisor working in Ames, Iowa, who has 13 years of professional experience. Regan works at Thrivent Investment Management Inc. Over the course of their career, they have held roles at Koerner Whipple Pharmacy, Thrivent Investment Management Inc and Thrivent Financial. Regan holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Iowa. Thrivent Investment Management Inc is an advisory business based out of Ames, Iowa. The investment advisory business has offices in 1,055 locations and a total of 3,507 people on staff. It handles $14 billion in assets under management among its 36,159 customer accounts, placing it among the largest firms in the country by assets under management. Of its 36,159 client accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees are based on which services are provided. Fee types billed by Thrivent Investment Management Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Thrivent Investment Management Inc Brokerage Details
$13,498,118,219
3,507
36,159
$373,299
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katie Regan Work History
Katie has 13 years of experience.
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Koerner Whipple Pharmacy
Disclosures
Katie Regan has no disclosures.
Please visit their SEC profile for more details.
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