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Nicole Yen

Thrivent Investment Management Inc.

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About Nicole Yen

Nicole Yen is a registered representative at Thrivent Investment Management Inc., working out of the Cheyenne, WY office. Nicole Yen has been in the financial services industry since July 2024, having previously worked for Attentive Mobile, SpotX, Planned Parenthood Action Fund, Google, KV Recruitment, University of California, Davis and Bert & Ernie's Preschool. Nicole Yen passed the Uniform Combined State Law Examination in October 2024. Nicole Yen specializes in providing financial planning and portfolio management for individuals.

Firm Information

Nicole Yen 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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Nicole Yen’s Registration & Firm History

WY

10/08/2024 - Present

Thrivent Investment Management Inc. (Cheyenne WY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Yen.
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