Sara
Meyer

Thrivent Investment Management Inc

CRD#6170848
Investment Advisor
in Asheville, NC

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About this Advisor

Sara Meyer is a financial advisor based in Asheville, North Carolina, with 10 years of relevant experience. Meyer is on the advisory team at Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Meyer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Oklahoma and Texas. Thrivent Investment Management Inc is an advisory business headquartered in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It administers $13 billion in assets under management across its 40,990 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. Thrivent Investment Management Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually vary depending on the financial services. Fee types charged by Thrivent Investment Management Inc most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Two Town Square Boulevard
Asheville, NC 28803

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

NC Average: 157
Total Number of Accounts

40,990

NC Average: 8,262
Average Account Size

$304,709

NC Average: $640,173

Investment Advisory Services

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

Sara Meyer Work History

Sara has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial For Lutherans

2013 - 2013 (< 1 year)

Thrivent Financial For Lutherans

*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 Sara Meyer 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

Sara Meyer
Asheville, NC
Daniel Demers
Stevens Point, WI
Karen Newquist
Madison, WI
Nick Goins
Scottsdale, AZ
Justin Bettinger
Albertville, MN
Paul Gamache
Colorado Springs, CO
Jason Eden
Bloomingdale, IL
Michael Guizzetti
Appleton, WI

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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