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Sara Dawn Meyer

Thrivent Investment Management Inc.

Asheville, NC

Winter Park, FL

Oviedo, FL

CRD 6170848

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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
NC RA APPROVED 2023-08-15
OK RA APPROVED 2017-06-30
TX RA APPROVED_RES 2017-02-23
FL RA APPROVED 2013-05-06
  • NC RA
    APPROVED
    Since 2023-08-15
  • OK RA
    APPROVED
    Since 2017-06-30
  • TX RA
    APPROVED_RES
    Since 2017-02-23
  • FL RA
    APPROVED
    Since 2013-05-06

Branch Locations

Two Town Square Boulevard, Asheville, NC 28803 • United States

167 S Edinburgh Dr, Winter Park, FL 32792 • United States

Oviedo, FL • 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
Thrivent Investment Management Inc Winter Park FL 03/2013 Present
Thrivent Financial For Lutherans Appleton WI 07/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-01
  • S66 Uniform Combined State Law Examination
    2013-05-01
Other Names
  • Sarah Deg
  • Sara Mcfarland
  • Sarah Mercado
  • Sara Dawn Meyer
  • Sara Meyer Mcfarland
  • Sarah Dawn Deg
  • Sara Meyer Mercado

View on SEC IAPD

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