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Ann Marie Escandon

Thrivent Investment Management Inc.

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About Ann Marie Escandon

Ann Marie Escandon is a financial advisor who has been in the industry since 2010. Ann Marie is registered with Thrivent Investment Management Inc. and has been with the firm since 2019. Ann Marie is licensed to provide financial advice in Florida, Michigan and Ohio. She holds Series 63, Series 65, Series 7 and SIE licenses. Ann Marie previously worked at LPL FINANCIAL LLC from 2011 to 2015 and Walnut Street Securities, Inc. from 1994 to 1995. Ann Marie is a specialist in financial planning, portfolio management for individuals and other investment advisory services.

Firm Information

Ann Escandon is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ann Escandon’s Registration & Firm History

MI

10/08/2019 - Present

Thrivent Investment Management Inc. (STERLING HEIGHTS MI)

OH

11/01/2011 - 07/23/2015

LPL FINANCIAL LLC (WESTLAKE OH)

CA

02/28/1994 - 05/17/1995

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 10/07/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Marie Escandon.
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