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Tamara Marie Youell

Thrivent Investment Management Inc.

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About Tamara Marie Youell

Tamara Marie Youell is a financial professional with over 20 years of experience in the industry. Tamara is currently registered with Thrivent Investment Management Inc., a firm with a strong focus on financial planning and portfolio management for individuals. Prior to joining Thrivent Investment Management Inc., Tamara was associated with OppenheimerFunds Distributor, Inc. and Janus Distributors LLC.

Firm Information

Tamara Youell 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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Tamara Youell’s Registration & Firm History

CO

12/20/2016 - Present

Thrivent Investment Management Inc. (Greenwood Village CO)

CO

05/05/2006 - 02/11/2016

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

CO

04/23/1999 - 04/04/2006

JANUS DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 06/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara Marie Youell.
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