Sarah Mackay
Investment adviser representative at Thrivent Investment Management Inc.
6 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
6 years in the industry.
- Thrivent FinancialMar 2022 to now
- Thrivent Investment Management Inc.Dec 2021 to now
- DisabilityOct 2020 to Dec 2021
- Western GrowersFeb 2020 to Oct 2020
- Rmo AgencyOct 2018 to Jan 2020
- Cal State University FullertonJan 2018 to May 2021
- Coto De Caza Golf and Racquet ClubJan 2018 to Oct 2018
- Portola Plaza Veterinary HospitalNov 2017 to Dec 2017
- KumonAug 2017 to Nov 2017
- Showmgr.comMar 2017 to Jun 2017
- Irvine Valley CollegeJan 2017 to Dec 2017
- In N OutJun 2016 to Jan 2017
- Saddleback CollegeJan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7466362
- Firm CRD
- 18387