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Mary Taylor Naumann

Thrivent Investment Management Inc.

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About Mary Taylor Naumann

Mary Naumann is a financial advisor with Thrivent Investment Management Inc. Mary has been in the financial services industry since 1987, working with individual clients and small businesses. Mary holds Series 7, Series 63, and Series 66 licenses. Mary provides financial planning and portfolio management services to her clients.

Firm Information

Mary Naumann 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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Mary Naumann’s Registration & Firm History

TX

08/03/2016 - Present

Thrivent Investment Management Inc. (Weatherford TX)

NY

04/04/1997 - 09/18/1997

MONY SECURITIES CORP. (NEW YORK NY)

TX

03/14/1995 - 12/31/1996

BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)

NJ

04/03/1989 - 04/20/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

09/06/1988 - 04/15/1989

ROTAN MOSLE INC.

NA

08/03/1988 - 09/14/1988

R.C. WILLIAMS CAPITAL & SECURITIES CORP.

NA

10/21/1987 - 07/12/1988

BRYAN, WORLEY & CO., INC.

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Licenses & Designations

BOTH

Issued 06/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Taylor Naumann.
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