Kathryn
Buck Cannella

Thrivent Advisor Network, LLC

CRD#4157216
Investment Advisor
in Plainview, NY

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About this Advisor

Kathryn Buck Cannella is a financial advisor based in Plainview, New York, working with Thrivent Advisor Network, LLC. Kathryn has previously held positions at Axa Advisors, LLC, H&R Block, Mass Mutual Life Insurance Company, Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network, LLC. Kathryn has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Kathryn is part of Thrivent Advisor Network, LLC, which operates out of Plainview, New York. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

980 Old Country Road
Plainview, NY 11803

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,163,786,512

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

164

NY Average: 157
Total Number of Accounts

28,513

NY Average: 8,262
Average Account Size

$216,175

NY Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kathryn Buck Cannella Work History

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Thrivent Advisor Network, LLC

2016 - 2017 (1 year)

Mass Mutual Life Insurance Company

2016 - 2021 (5 years)

Ameriprise Financial Services, Inc

2000 - 2016 (16 years)

Axa Advisors, LLC

2000 - 2016 (16 years)

H&R Block

Disclosures

Please visit the SEC profile of Kathryn Buck Cannella 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 Advisor Network, LLC

Jeremy Reed
Gettysburg, PA
Jeremy Sarna
Forsyth, IL
Andrew Walker
Minneapolis, MN
Joanna Franek
Minneapolis, MN
Cuyler Prichard
Minneapolis, MN
Blair Greenwood
Minneapolis, MN
Theodore Kouba
Denver, CO
Bryan Fawcett
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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