Tracie Ann Burton

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

• 04/2015 → Present
  Thrivent Investment Management Inc
  Easton, PA
• 09/2015 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

RENTAL PROPERTY POSITION: Home owner NATURE: Purchased a house and renting it out to tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 382 Old Allentown Rd., Wind Gap PA 18091, United States DESCRIPTION: Collecting rent from tenants. RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 380 Old Allentown Rd., Wind Gap PA 18091, United States DESCRIPTION: Collecting and tracking rent RENTAL PROPERTY 2 POSITION: Owner NATURE: Rental property where tenants are renting the space to live. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 214 N Schanck Ave., Pen Argyl PA 18072, United States DESCRIPTION: Collecting rent and tracking expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-22
• S63 Uniform Securities Agent State Law Examination
  2015-07-02

Other Names

• Tracie Ann Conklin
• Tracie Burton
• Tracie Ann Conklin