Anna Elizabeth Allan
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent FinancialJan 2025 to now
- Thrivent Investment Management Inc.Jun 2024 to now
- Five Star Financial - Thrivent Investment Management IncMar 2023 to Jan 2025
- Wild Oats BakingDec 2022 to May 2023
- Silver Spur Entertainment Co (bank Bar and Vault Restaurant)Jul 2019 to Nov 2022
- Crazy Mountain Momma'sJun 2019 to Jul 2020
- Shields Valley Ranch (formerly Lazy Sr Ranch)Oct 2017 to May 2019
- Yellowstone Mountain Guides - Montana Wilderness OutfittersJun 2017 to Oct 2017
- Lazy Sr RanchOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 7712394
- Firm CRD
- 18387