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Holly Rosensteel

Thrivent Advisor Network, LLC

Gettysburg, PA

Minneapolis, MN

CRD 7209146

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Employer firm

Thrivent Advisor Network, LLC CRD 304569

$6.84B regulatory AUM 800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Thrivent Advisor Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-19
  • PA RA
    APPROVED
    Since 2021-11-19

Branch Locations

1400 Proline Place, Suite 100, Gettysburg, PA 17325 • United States

600 Portland Avenue South, Minneapolis, MN 55415 • 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
Freeburn & Hamilton Harrisburg PA 06/2003 12/2019
Thrivent Advisor Network, Llc Gettysburg PA 01/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-10
S65 Uniform Investment Adviser Law Examination 2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2025-02-10
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19

View on SEC IAPD

Nearby Firms

FINANCIAL CONSULATE
PNC WEALTH MANAGEMENT LLC
OSAIC ADVISORY SERVICES, LLC

Nearby Investors

JAMES ANDREW DUNLOP
Robert Comer Boehner
Leo Anthony Lavezza

Nearby Offices

FINANCIAL CONSULATE · Gettysburg, PA
PNC WEALTH MANAGEMENT LLC · GETTYSBURG, PA
OSAIC ADVISORY SERVICES, LLC · Gettysburg, PA

More in Gettysburg, PA

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