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Holly Lynette Mathiesen

Thrivent Investment Management Inc.

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About Holly Lynette Mathiesen

Holly Lynette Mathiesen is a financial advisor with Thrivent Investment Management Inc. Holly has been in the financial services industry since July 13, 2003, and is registered to provide investment advice in 21 states and the District of Columbia. Holly is a Series 6, 7, and 66 licensed professional, and she has experience working with a variety of clients, including high-net-worth individuals, corporations, churches, and nonprofits. Holly focuses on providing financial planning and portfolio management services to her clients, with a focus on retirement planning and wealth management.

Firm Information

Holly Mathiesen 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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Holly Mathiesen’s Registration & Firm History

IL

05/05/2005 - Present

Thrivent Investment Management Inc. (Rockford IL)

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Licenses & Designations

BOTH

Issued 03/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Lynette Mathiesen.
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