Ashley
Stevens

Thrivent Investment Management Inc

CRD#7049136
Investment Advisor
in Bemidji, MN

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About this Advisor

Ashley Stevens is a financial advisor who works out of Bemidji, Minnesota, who has been in the industry for 10 years. Stevens is currently employed by Thrivent Investment Management Inc. Over the course of their career, they have held roles at Bella Collina, Marbella Country Club, F. Loduca Company, The Sanford Center, Adult Day Services, Country Inn & Suites, Thrivent Investment Management Inc and Thrivent Financial. Stevens maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Thrivent Investment Management Inc is a registered investment company that has its headquarters in Bemidji, Minnesota. It has offices in 854 locations and a total of 3,494 advisors. It has $11 billion in assets between its 33,764 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 33,764 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice vary depending on which services are provided. Fee types billed by Thrivent Investment Management Inc most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

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

623 22Nd St Nw
Bemidji, MN 56601

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

MN Average: 157
Total Number of Accounts

33,764

MN Average: 8,262
Average Account Size

$333,867

MN Average: $640,173

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Investment Advisory Services

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

Ashley Stevens Work History

Ashley has 10 years of experience.

2019 - Present (2 years)

Thrivent Financial

2018 - Present (3 years)

Thrivent Investment Management Inc

2019 - 2019 (< 1 year)

Thrivent Financial

2016 - 2019 (3 years)

Country Inn & Suites

2015 - 2016 (1 year)

Adult Day Services

2014 - 2015 (1 year)

The Sanford Center

2013 - 2014 (1 year)

F. Loduca Company

2011 - 2013 (2 years)

Marbella Country Club

2010 - 2011 (1 year)

Bella Collina

Disclosures

Ashley Stevens has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Lucas Hemling
Saint Paul, MN
Katie Gowan
Grand Forks, ND
Jarrod Polson
Lexington, KY
Monnencia Riley
New Baltimore, MI
Ryan Mohrmann
Johnstown, CO
Jeffrey Kerr
Troutman, NC
Brandon Jenks
Valparaiso, IN
Jeffrey Rush
Minneapolis, MN

This content was compiled from the SEC and FINRA.

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