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Shannon Marie Delise

Thrivent Investment Management Inc.

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About Shannon Marie Delise

Shannon Marie Delise is a financial professional with over 15 years of experience in the financial services industry. Shannon is currently registered with Thrivent Investment Management Inc. and is a Series 6, 7, 26 and 63 licensed professional. Shannon previously worked with Thrivent Distributors, LLC and Thrivent Investment Management Inc. Shannon's areas of expertise include financial planning and portfolio management. Shannon has a passion for helping individuals and families achieve their financial goals.

Firm Information

Shannon Delise 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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Shannon Delise’s Registration & Firm History

WI

09/13/2019 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

11/11/2015 - 09/13/2019

THRIVENT DISTRIBUTORS, LLC (Appleton WI)

WI

11/10/2006 - 02/18/2019

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

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Licenses & Designations

BC

Issued 11/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/09/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Marie Delise.
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