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Anna Marie Morrison

Thrivent Investment Management Inc.

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About Anna Marie Morrison

Anna Morrison is a financial advisor with over 6 years of experience in the industry. Anna has a wide range of experience, having worked at Fidelity Brokerage Services LLC and Thrivent Investment Management Inc. Anna is registered to provide investment advice in Texas and Wisconsin. Anna holds the Series 63, 7, 9, 10, and SIE licenses, and is also registered with FINRA. Anna is a specialist in working with high-net-worth individuals, corporations, and churches. Anna is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Anna Morrison 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 Morrison’s Registration & Firm History

WI

09/16/2024 - Present

Thrivent Investment Management Inc. (CHIPPEWA FALLS WI)

TX

08/07/2018 - 07/22/2024

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 08/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/02/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Marie Morrison.
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