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Stephanie Lynn McCarty

Thrivent Investment Management Inc.

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About Stephanie Lynn McCarty

Stephanie McCarty is a financial advisor who has been in the financial services industry for over 20 years. Stephanie is a registered representative of Thrivent Investment Management Inc., and holds Series 6, 7, and 66 licenses. Stephanie has a wide range of experience in financial planning, investment management, and retirement planning. She is committed to providing clients with personalized financial guidance to help them achieve their financial goals. Stephanie has worked with clients in various states, including Ohio, Texas, Florida, Georgia, and Michigan. Prior to joining Thrivent Investment Management Inc., Stephanie worked for Lutheran Brotherhood Securities Corp., where she provided financial advice and investment services.

Firm Information

Stephanie McCarty 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 McCarty’s Registration & Firm History

OH

08/15/2012 - Present

Thrivent Investment Management Inc. (COPLEY OH)

MN

02/23/2000 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Lynn McCarty.
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