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Karen Diane Rhea

Thrivent Investment Management Inc.

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About Karen Diane Rhea

Karen Rhea is a financial advisor with Thrivent Investment Management Inc. Karen has been in the financial services industry since 2003 and has experience with individual clients, businesses, and charitable organizations. She has passed the Series 7, Series 66, and SIE exams and has registered with the state of Texas to offer investment advisory and brokerage services. Karen has worked with multiple firms over the years, including Wells Fargo Advisors, LLC, Ameriprise Financial Services, Inc., and American Express Financial Advisors Inc. Karen is dedicated to helping clients achieve their financial goals.

Firm Information

Karen Rhea 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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Karen Rhea’s Registration & Firm History

MN

07/09/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

TX

03/07/2006 - 06/18/2013

WELLS FARGO ADVISORS, LLC (AUSTIN TX)

MN

08/18/2005 - 01/09/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/20/2003 - 10/21/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/20/2003 - 10/21/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/20/2024

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Karen Diane Rhea. Review regulatory record here.
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