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Stephanie R Colgate

Thrivent Investment Management Inc.

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About Stephanie R Colgate

Stephanie Colgate is a financial advisor associated with Thrivent Investment Management Inc. Stephanie has been working in the financial services industry since 2001. Stephanie has Series 6, 7TO, 63 and 66 licenses. Stephanie also holds registration in 6 states, including Arizona, Colorado, Nebraska, New Mexico, and Wyoming. Stephanie has experience working for several other firms prior to joining Thrivent Investment Management Inc. Stephanie's current role is based in Colorado Springs, CO and the firm’s main office is located in Minneapolis, MN.

Firm Information

Stephanie Colgate 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 Colgate’s Registration & Firm History

CO

09/01/2022 - Present

Thrivent Investment Management Inc. (Colorado Springs CO)

MN

07/01/2002 - 05/14/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

06/14/2001 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/11/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2001

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 R Colgate.
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