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Carly Marie Hall

Thrivent Investment Management Inc.

Canyon Lake, CA

Del Mar, CA

CRD 7310352

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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
DC RA APPROVED 2026-07-13
OK RA APPROVED 2024-10-21
TX RA APPROVED 2022-02-10
CA RA APPROVED 2021-02-04
  • DC RA
    APPROVED
    Since 2026-07-13
  • OK RA
    APPROVED
    Since 2024-10-21
  • TX RA
    APPROVED
    Since 2022-02-10
  • CA RA
    APPROVED
    Since 2021-02-04

Branch Locations

Canyon Lake, CA • United States

445 Marine View Avenue, Del Mar, CA 92014 • 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
Hoag Hospital Newport Beach CA 10/2018 11/2020
Paloma Medical Group San Juan Capistrano CA 03/2017 10/2018
Sea Breeze Senior Living La Jolla CA 03/2016 03/2017
Home Care Of La Jolla La Jolla CA 03/2016 03/2017
Thrivent Investment Management Inc Del Mar CA 11/2020 Present
Thrivent Financial Appleton WI 12/2020 05/2021
Thrivent Financial Appleton WI 05/2021 Present
  • 10/2018 → 11/2020
    Hoag Hospital
    Newport Beach, CA
  • 03/2017 → 10/2018
    Paloma Medical Group
    San Juan Capistrano, CA
  • 03/2016 → 03/2017
    Sea Breeze Senior Living
    La Jolla, CA
  • 03/2016 → 03/2017
    Home Care Of La Jolla
    La Jolla, CA
  • 11/2020 → Present
    Thrivent Investment Management Inc
    Del Mar, CA
  • 12/2020 → 05/2021
    Thrivent Financial
    Appleton, WI
  • 05/2021 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-03
  • S66 Uniform Combined State Law Examination
    2021-02-03
Other Names
  • Carly Marie Collins
  • Carly Marie Collins
  • Carly Marie Rostar

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES
EDWARD JONES

Nearby Investors

BRENT AUBREY CORLEW
Irving Alcibar
DENNIS ALFRED KORTE

Nearby Offices

PFS INVESTMENTS INC. · CANYON LAKE, CA
PFS INVESTMENTS INC. · CANYON LAKE, CA
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES · CANYON LAKE, CA

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