Megan Elizabeth Heinsma
Investment adviser representative at Thrivent Investment Management Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Thrivent Investment Management Inc.Mar 2023 to now
- Thrivent FinancialMar 2023 to now
- Securities America AdvisorsJan 2021 to Mar 2023
- Securities America, Inc.Sep 2019 to Mar 2023
- Capital Insight Financial GroupSep 2018 to Sep 2019
- Chabot Marlins Swim TeamMar 2018 to Aug 2018
- Las Positas CollegeSep 2017 to Sep 2018
- University of Nevada, RenoJan 2017 to Jul 2017
- Las Positas CollegeAug 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, WI).
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
- 6903574
- Firm CRD
- 18387