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Susan Hunter Koski

Thrivent Investment Management Inc.

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About Susan Hunter Koski

Susan Hunter Koski is a financial professional with over 15 years of experience in the financial services industry. Susan has held positions at several firms, including Raymond James Financial Services, Wells Fargo Clearing Services, Triad Advisors, and Commonwealth Financial Network. Susan is currently a Registered Representative and Investment Advisor Representative with Thrivent Investment Management Inc., working from the firm's Birmingham, Alabama, branch. Susan has a Series 6, 7, and 63 license. Susan is also a Certified Financial Planner.

Firm Information

Susan Koski 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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Susan Koski’s Registration & Firm History

AL

12/14/2022 - Present

Thrivent Investment Management Inc. (BIRMINGHAM AL)

SC

09/06/2017 - 10/10/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (FLORENCE SC)

SC

09/02/2014 - 08/28/2017

WELLS FARGO CLEARING SERVICES, LLC (FLORENCE SC)

NC

07/13/2009 - 08/27/2014

TRIAD ADVISORS, INC. (RALEIGH NC)

NC

04/05/2006 - 07/13/2009

COMMONWEALTH FINANCIAL NETWORK (RALEIGH NC)

MN

11/16/2005 - 03/30/2006

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Hunter Koski.
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