Kelly Ann Sobeck
Investment adviser representative at Thrivent Investment Management Inc.
14 yearsExperience
4 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Kelly Ann Sobeck? Claim your profile
Contact this firm
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 FinancialFeb 2026 to now
- Thrivent Investment Management Inc.Jan 2026 to now
- Community VolunteerMay 2024 to Dec 2025
- Zurich American Insurance CompanyAug 2019 to Apr 2024
- Growth Focused Insights & ResearchJul 2018 to Aug 2019
- Mcgraw Hill EducationMay 2017 to Jun 2018
- Nationwide Mutual Insurance CompanyOct 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 4 states (DC, OH, OK, 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
- 8194952
- Firm CRD
- 18387