Elizabeth Jean Trotter

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

• 09/2013 → 03/2017
  Humana
  Louisville, KY
• 03/2017 → 05/2017
  Unemployed
  Louisville, KY
• 05/2017 → 08/2019
  American Income Life
  Louisville, KY
• 08/2019 → Present
  Thrivent Investment Management Inc
  Louisville, KY
• 08/2019 → 12/2019
  Thrivent Financial
  Appleton, WI
• 12/2019 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

WOMEN IN NETWORKING III POSITION: President NATURE: A group of women that come together to network, provide support and business best practices, and share referrals. As president, I keep us organized and run the meeting. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2022 ADDRESS: 9420 Bunsen Pkwy, Louisville KY 40220, United States DESCRIPTION: As president, I create a meeting agenda and run the meetings. I track attendance. I work with the other members of the board to discuss upcoming events and new members.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-08

Other Names

• Elizabeth Jean Harrison
• Elizabeth Jean Trotter
• Liz Trotter