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Stephen Manley Chase

Thrivent Investment Management Inc.

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About Stephen Manley Chase

Stephen Manley Chase is an active financial advisor registered with Thrivent Investment Management Inc. located in ENGLEWOOD, CO. Stephen has been in the financial industry for 17 years, since August 17, 2005, and has held registrations with multiple firms, including AXA ADVISORS, LLC, ROYAL MACCABEES SECURITIES COMPANY, and PRINCOR FINANCIAL SERVICES CORPORATION. Stephen is currently registered with Thrivent Investment Management Inc. in Colorado and holds Series 6, 7, 63, and 66 licenses. Stephen's clients include high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth individuals.

Firm Information

Stephen Chase 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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Stephen Chase’s Registration & Firm History

CO

03/16/2011 - Present

Thrivent Investment Management Inc. (ENGLEWOOD CO)

CO

09/23/2008 - 11/06/2009

AXA ADVISORS, LLC (DENVER CO)

MI

01/11/1993 - 06/13/1996

ROYAL MACCABEES SECURITIES COMPANY (SOUTHFIELD MI)

IA

02/01/1990 - 02/11/1991

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 03/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Manley Chase.
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