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Stephanie Ann Roelfsema

Thrivent Investment Management Inc.

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About Stephanie Ann Roelfsema

Stephanie Ann Roelfsema is a financial advisor at Thrivent Investment Management Inc. Stephanie has been working in the financial industry since July 2019 and has a Series 63, Series 66, and Series 7TO licenses. Stephanie is registered to provide investment advice in 40 states and the District of Columbia. Stephanie is also a committee member on the Barnes County Violence Prevent committee. Stephanie is active in the Valley City Hockey Club, serving as president, and is a member of the JVC Prowl Alliance Board. Stephanie is committed to helping her clients achieve their financial goals.

Firm Information

Stephanie Roelfsema 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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Stephanie Roelfsema’s Registration & Firm History

ND

02/02/2022 - Present

Thrivent Investment Management Inc. (Valley City ND)

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Licenses & Designations

BOTH

Issued 03/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 07/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Ann Roelfsema.
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