Katie Alene Funk
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent FinancialApr 2025 to now
- Thrivent Investment Management Inc.Oct 2024 to now
- Mike Gallagher - Thrivent FinancialOct 2024 to Apr 2025
- Water Street MissionOct 2022 to Oct 2024
- Chapel Church of Red LionApr 2021 to Oct 2024
- Mclean Mortgage CorporationMar 2020 to Oct 2022
- UnemployedJan 2020 to Mar 2020
- White Rose Credit UnionOct 2019 to Jan 2020
- Ornl Federal Credit UnionJun 2018 to Oct 2019
- Lifeway BookstoreJan 2018 to Jun 2018
- Trevecca Nazarene UniversityAug 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7991551
- Firm CRD
- 18387