Helen H Yang
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Thrivent Investment Management Inc.Dec 2022 to now
- UnemployedJun 2022 to now
- Cetera Advisor Networks LLCMay 2022 to now
- UnemployedMay 2021 to May 2022
- Avantax Advisor ServicesMay 2020 to Apr 2021
- Avantax Advisory ServicesMay 2020 to Apr 2021
- Avantax Investment Services, IncMay 2020 to Apr 2021
- Charles Schwab & Co., Inc.Feb 2019 to May 2020
- Charles Schwab & Co, IncFeb 2019 to May 2020
- Charles Schwab BankFeb 2019 to May 2020
- Hd Vest Investment ServicesFeb 2017 to Feb 2019
- UnemployedNov 2016 to Feb 2017
- Charles Schwab & Co., Inc.Aug 2016 to Nov 2016
- Charles Schwab & Co, IncAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4242739
- Firm CRD
- 18387