Charles
Owen

Thrivent Advisor Network, LLC

CRD#5142123
Investment Advisor
in Corvallis, OR

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About this Advisor

Charles Owen is a financial advisor working out of Corvallis, Oregon with a total of 3 years of industry experience. Owen currently works for Thrivent Advisor Network, LLC. Over the course of their career, Owen has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC D/B/A M25 Advisors and Purshe Kaplan Sterling Investments - Ap. Owen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Texas. Thrivent Advisor Network, LLC is a financial advisory firm headquartered in Minneapolis, MN. It has offices in 34 locations and a total of 134 advisors. It has $5 billion in total assets among its 26,501 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 26,501 accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. Thrivent Advisor Network, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which service is offered. Fee types billed by Thrivent Advisor Network, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

700 Nw 3Rd Street, Suite 105
Corvallis, OR 97330

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

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

134

OR Average: 157
Total Number of Accounts

26,501

OR Average: 8,262
Average Account Size

$190,877

OR 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

Charles Owen Work History

Charles has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Advisor Network, LLC D/B/A M25 Advisors

2020 - Present (4 years)

Purshe Kaplan Sterling Investments - Ap

2006 - 2020 (14 years)

Thrivent Investment Management Inc

2006 - 2020 (14 years)

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 Charles Owen 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

Gretchen Duda
Camp Hill, PA
Matthew Stockman
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Nicholas Freas
Denver, CO
Kaitlyn Hedger
Minneapolis, MN
Eric Schneider
Denver, CO
Lori Sherman
Minneapolis, MN
Bryant Hayes
Minneapolis, MN

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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