Tanya
Dean

Thrivent Investment Management Inc

CRD#6176512
Investment Advisor
in Mondovi, WI

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About this Advisor

Tanya Dean is a financial advisor operating in Mondovi, Wisconsin, who has 3 years of industry experience. Dean works at Thrivent Investment Management Inc. Throughout their career, they have worked at River Valley Associates - Thrivent Financial, Thrivent Investment Management Inc and Thrivent Financial. Dean holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Thrivent Investment Management Inc is a financial advisory company based in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 financial advisors. It handles $13 billion in assets among its 40,990 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically depend on the financial services provided. Fees billed by Thrivent Investment Management Inc likely include some blend of asset-based 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

201 Industrial Dr
Mondovi, WI 54755

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

WI Average: 157
Total Number of Accounts

40,990

WI Average: 8,262
Average Account Size

$304,709

WI Average: $640,173

Investment Advisory Services

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

Tanya Dean Work History

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

2020 - Present (4 years)

Thrivent Investment Management Inc

2020 - Present (4 years)

Thrivent Financial

2020 - 2020 (< 1 year)

Thrivent Financial

2013 - 2020 (7 years)

River Valley Associates - Thrivent Financial

*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 Tanya Dean 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

Paul Gamache
Colorado Springs, CO
Sara Meyer
Asheville, NC
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Janine Amundson
Minneapolis, MN
Nick Goins
Scottsdale, AZ
Ryan Anderson
Sioux Falls, SD
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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