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Tara Lee Manson

Thrivent Investment Management Inc.

Saint Augustine, FL

CRD 5431673

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Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-18
  • FL RA
    APPROVED
    Since 2024-07-18

Branch Locations

Saint Augustine, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abfs, Llc Mason City IA 03/2019 02/2020
First Citizens Bank Mason City IA 05/2010 03/2019
Thrivent Investment Management Inc Mason City IA 08/2019 Present
Alyse Hesley - Thrivent Financial Mason City IA 02/2020 07/2020
Thrivent Financial Appleton WI 07/2020 Present
  • 03/2019 → 02/2020
    Abfs, Llc
    Mason City, IA
  • 05/2010 → 03/2019
    First Citizens Bank
    Mason City, IA
  • 08/2019 → Present
    Thrivent Investment Management Inc
    Mason City, IA
  • 02/2020 → 07/2020
    Alyse Hesley - Thrivent Financial
    Mason City, IA
  • 07/2020 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-01
  • S66 Uniform Combined State Law Examination
    2020-02-01
Other Names
  • Tara Lee Thompson
  • Tara Lee Thompson
  • Tara Lee Gutknecht

View on SEC IAPD

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