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Wendy Ann Sachs

Thrivent Investment Management Inc.

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About Wendy Ann Sachs

Wendy Sachs is a financial professional with over 20 years of experience in the industry. Wendy is a principal at Thrivent Investment Management Inc. Wendy holds multiple licenses and certifications, including Series 4, 7, 24, 26, 51, 53, and 63. Wendy's primary focus is on providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Wendy Sachs 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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Wendy Sachs’s Registration & Firm History

WI

03/13/2003 - Present

Thrivent Investment Management Inc. (APPLETON WI)

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Licenses & Designations

BC

Issued 03/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2011

Series 4 - Registered Options Principal Examination

BC

Issued 07/17/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/10/2006

Series 24 - General Securities Principal Examination

BC

Issued 06/26/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/16/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Ann Sachs.
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