Mai Kou Lee
Investment adviser representative at Thrivent Advisor Network, LLC
19 yearsExperience
1 stateRegistered in
$6.8BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Thrivent Investment Management, IncNov 2024 to now
- Thrivent Advisor Network, LLCSep 2022 to now
- Pks InvestmentsMay 2023 to Nov 2024
- Securian Financial Services, IncOct 2015 to Sep 2022
- Minnesota Life Ins CoSep 2007 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Thrivent Advisor Network, LLC
$6.8BAssets managed
14,732Clients
117Advisers
7 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
- 5441678
- Firm CRD
- 304569