Stephanie R Colgate
Investment adviser representative at Thrivent Investment Management Inc.
13 yearsExperience
2 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Stephanie R Colgate? Claim your profile
Contact this firm
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
13 years in the industry.
- Thrivent FinancialJul 2022 to now
- Thrivent Investment Management Inc.Mar 2022 to now
- Village High SchoolAug 2018 to Jul 2022
- CcconlineJan 2017 to Jul 2022
- Young Living Essential OilsJan 2017 to Jul 2022
- Pine Creek High SchoolAug 2014 to Jun 2018
- Chadron State CollegeAug 2013 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 4382950
- Firm CRD
- 18387