Best Investors Account Sign in

Phillip Alan Summersett

Thrivent Investment Management Inc.

Napoleon, OH

Van Wert, OH

Van Wert, OH

Claim This Profile
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-26
  • OH RA
    APPROVED
    Since 2024-11-26

Branch Locations

15146 County Road M1, Napoleon, OH 43545 • United States

Van Wert, OH • United States

10730 Lincoln Hwy, Van Wert, OH 45891 • 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
Pima County Az Tucson AZ 01/2015 05/2017
Victory Worship Center Tucson AZ 05/2017 07/2020
Thrivent Investment Management Inc Van Wert OH 05/2020 Present
Thrivent Financial Appleton WI 07/2020 12/2020
Thrivent Financial Appleton WI 12/2020 Present
  • 01/2015 → 05/2017
    Pima County Az
    Tucson, AZ
  • 05/2017 → 07/2020
    Victory Worship Center
    Tucson, AZ
  • 05/2020 → Present
    Thrivent Investment Management Inc
    Van Wert, OH
  • 07/2020 → 12/2020
    Thrivent Financial
    Appleton, WI
  • 12/2020 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-10
S63 Uniform Securities Agent State Law Examination 2020-10-10
  • S65 Uniform Investment Adviser Law Examination
    2023-07-10
  • S63 Uniform Securities Agent State Law Examination
    2020-10-10
Other Names
  • Phillip Alan Summersett
  • Phillip Summersett

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
&PARTNERS
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC

Other Investors

JASON PAUL MAASSEL
Terry John Herman
Parker David Vollmar
Blake Anthony Sizemore
Stefan Michael Faerber
Gavin Cross
Michael C Schumaker
JORDAN T BRAUN

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NAPOLEON, OH
EDWARD JONES · NAPOLEON, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Napoleon, OH
EDWARD JONES · NAPOLEON, OH
ON INVESTMENT MANAGEMENT CO · Napoleon, OH
&PARTNERS · Napoleon, OH
EDWARD JONES · Napoleon, OH
INDEPENDENT ADVISOR ALLIANCE, LLC · Napoleon, OH

More in Napoleon, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor