Anna
Lucas

Thrivent Investment Management Inc

CRD#7360508
Investment Advisor
in Saint Paul, MN

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About this Advisor

Anna Lucas is a financial advisor working in Saint Paul, Minnesota who has 2 years of industry experience. Lucas is currently employed by Thrivent Investment Management Inc. During their career, the advisor has held roles at Chipotle, California Baptist University, Camp Shamineau, Tri City Christian School, Thrivent Investment Managment Inc and Thrivent Financial. Lucas has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia and Minnesota. Thrivent Investment Management Inc is a financial advisory company based out of Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 people on staff. It administers $13 billion in assets under management across its 40,990 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. Thrivent Investment Management Inc has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees are based on which service is provided. Fees charged by Thrivent Investment Management Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

939 Old Hwy 8 Nw
Saint Paul, MN 55112

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MN Average: 157
Total Number of Accounts

40,990

MN Average: 8,262
Average Account Size

$304,709

MN Average: $640,173

Investment Advisory Services

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

Anna Lucas Work History

Anna has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Investment Managment Inc

2021 - Present (3 years)

Thrivent Financial

2021 - 2021 (< 1 year)

Thrivent Financial

2020 - 2021 (1 year)

Chipotle

2018 - 2020 (2 years)

California Baptist University

2017 - 2018 (1 year)

California Baptist University

2014 - 2019 (5 years)

Camp Shamineau

2006 - 2014 (8 years)

Tri City Christian 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 Anna Lucas 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

Karen Newquist
Madison, WI
Daniel Demers
Stevens Point, WI
Justin Bettinger
Albertville, MN
Paul Gamache
Colorado Springs, CO
Michael Guizzetti
Appleton, WI
Nick Goins
Scottsdale, AZ
Margaret Carter
Chicago, IL
Ryan Anderson
Sioux Falls, SD

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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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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