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Anna Lucas

Investment adviser representative at Thrivent Investment Management Inc.
12 yearsExperience
3 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.

  1. Thrivent Investment Management Inc.Aug 2021 to now
  2. Thrivent FinancialJul 2021 to now
  3. Thrivent Investment Managment IncMay 2021 to now
  4. ChipotleSep 2020 to Apr 2021
  5. UnemployedMar 2020 to Sep 2020
  6. California Baptist UniversitySep 2017 to Mar 2020
  7. Camp ShamineauJun 2014 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (CA, MN, 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
7360508
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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