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Molly Anne Loomis

Thrivent Investment Management Inc.

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About Molly Anne Loomis

Molly Loomis is a financial advisor with Thrivent Investment Management Inc. She is licensed to provide financial advice and investment services in all 50 states. Molly has been in the financial industry since 2019 and has a strong understanding of the investment landscape. Molly works with a variety of clients, including individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Molly's experience and expertise can help guide you to the right financial decisions for your specific needs.

Firm Information

Molly Loomis 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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Molly Loomis’s Registration & Firm History

MN

11/29/2022 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

CA

10/30/2020 - 11/23/2022

BANKERS LIFE SECURITIES, INC. (Salida CA)

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Licenses & Designations

BC

Issued 01/21/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Molly Anne Loomis. Review regulatory record here.
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