Holly Rosensteel
Investment adviser representative at Thrivent Advisor Network, LLC
23 yearsExperience
1 stateRegistered in
$6.8BFirm assets
7 yearsFirm in business
Are you Holly Rosensteel? 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 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
23 years in the industry.
- Thrivent Advisor Network, LLCJan 2020 to now
- Freeburn & HamiltonJun 2003 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7209146
- Firm CRD
- 304569