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Natalie Katherine Stevens

Thrivent Investment Management Inc.

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About Natalie Katherine Stevens

Natalie Katherine Stevens is a financial advisor with Thrivent Investment Management Inc. Natalie has been in the financial services industry since 2021 and is licensed to offer investment advice and securities in several states. Natalie earned her Series 7TO and Series 66 licenses. Natalie has worked with various companies in the financial services industry, including Voya Financial Advisors and MML INVESTORS SERVICES, LLC. Natalie specializes in financial planning, investment management for individuals, and investment advice for churches and non-profit organizations.

Firm Information

Natalie Stevens 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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Natalie Stevens’s Registration & Firm History

MN

10/31/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

DE

08/26/2022 - 10/18/2023

VOYA FINANCIAL ADVISORS, INC. (NEW CASTLE DE)

DE

01/05/2021 - 09/08/2022

MML INVESTORS SERVICES, LLC (NEWARK DE)

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Licenses & Designations

BOTH

Issued 05/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Katherine Stevens.
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