Megan Webb Coggin
Investment adviser representative at Thrivent Investment Management Inc.
14 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
14 years in the industry.
- Thrivent Investment Management Inc.Jan 2025 to now
- Thrivent FinancialJan 2025 to now
- Fidelity InvestmentsJul 2022 to Jan 2025
- First Carolina BankOct 2021 to Jul 2022
- North American Senior BenefitsJul 2021 to Sep 2021
- StudentAug 2020 to May 2023
- North Carolina State Employees' Credit UnionApr 2018 to Jul 2021
- North Carolina Farm BureauApr 2017 to Apr 2018
- StudentAug 2016 to Dec 2019
- Nash County Emergency ServicesJan 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7606660
- Firm CRD
- 18387