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Charles Kelly Owen

Thrivent Advisor Network, LLC

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About Charles Kelly Owen

Charles Kelly Owen is a financial advisor with over 15 years of experience in the industry. Charles is a Certified Financial Planner® and holds both Series 66 and Series 7 licenses. Currently, Charles works for Thrivent Advisor Network, LLC, providing investment advisory services to retail clients. Charles has previously worked for Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc. in various roles. Charles has a wide range of experience and expertise in the financial industry, including investment advisory services and insurance sales.

Firm Information

Charles Owen is currently registered with Thrivent Advisor Network, LLC. Thrivent Advisor Network, LLC is an investment advisor based in Minneapolis, Minnesota. The firm has 120 licensed agents, 164 investment advisor representatives, and 96 registered representatives. They manage approximately $6.16 billion in regulatory assets under management. Thrivent Advisor Network, LLC provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Thrivent Advisor Network, LLC

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$6.16B

Assets Under Management

1,300

Total Clients

129

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Charles Owen’s Registration & Firm History

MN

08/19/2022 - Present

Thrivent Advisor Network, LLC (MINNEAPOLIS MN)

OR

07/30/2020 - 08/01/2024

PURSHE KAPLAN STERLING INVESTMENTS (Corvallis OR)

OR

08/31/2006 - 07/29/2020

THRIVENT INVESTMENT MANAGEMENT INC. (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 09/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Kelly Owen.
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