Allison Anne Bolger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Thrivent Investment Management Inc
  Sioux Falls, SD
• 10/2012 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

PUBLIC SPEAKING BY REQUEST POSITION: Speaker NATURE: Public speaking by request-compensation is negotiable and it varies by occurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/17/2019 ADDRESS: 1152 E 77th St., Sioux Falls SD 57108, United States DESCRIPTION: Preparing a speech about practice management, hiring staff, and teaming and giving it. I will not be talking about any products or selling any products after. HEAD HUNTERS LLC POSITION: Owner NATURE: Barbershop and Hair Salon INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 1156 E 77th St, Sioux Falls SD 57108, United States DESCRIPTION: Overseeing building and employees BOLGER PROPERTIES, LLC POSITION: Owner NATURE: Property Entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 1152 E 77th St, Sioux Falls SD 57108, United States DESCRIPTION: Owner for property

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11
• S63 Uniform Securities Agent State Law Examination
  2012-07-19

Other Names

• Allison Helling
• Allison Anne Helling
• Allison Anne Kool
• Allison Ann Bolger