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Genie C Mcgee

Investment adviser representative at Thrivent Investment Management Inc.
6 yearsExperience
1 stateRegistered 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.

  1. Thrivent Investment Management Inc.Nov 2022 to now
  2. Thrivent FinancialOct 2022 to now
  3. New York LifeMay 2022 to Oct 2022
  4. Wheeler StaffingDec 2021 to May 2022
  5. High Profile StaffingNov 2021 to Dec 2021
  6. Homemaker, UnemployedSep 2021 to Nov 2021
  7. Ruth Ruhl PcOct 2019 to Sep 2021
  8. Ross Dress for LessJul 2019 to Sep 2019
  9. UnemployedDec 2018 to Jul 2019
  10. University North Texas At DallasJul 2017 to Dec 2018
  11. UnemployedJun 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7520335
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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