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Anna Elizabeth Allan

Thrivent Investment Management Inc.

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About Anna Elizabeth Allan

Anna Elizabeth Allan is a Registered Representative with Thrivent Investment Management Inc., based in White Sulphur Springs, MT. Anna has been in the industry since 2017. Anna holds a Series 66 license and is registered in Montana and Texas.

Firm Information

Anna Allan 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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Anna Allan’s Registration & Firm History

MT

01/09/2025 - Present

Thrivent Investment Management Inc. (WHITE SULPHUR SPRINGS MT)

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Licenses & Designations

State Registrations

Active

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SRO Registrations

Disclosures

There are no public disclosures for Anna Elizabeth Allan.
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