Karen Rhea
Karen Rhea is a registered investment advisor at Thrivent Investment Management INC., based in Cameron, LA, with 10 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
Cameron, LA
Get directionsHistory
Regulatory History (3)
Financial
May 2024Financial
January 2024Financial
July 2023Other Business Activities
Karen is a host and pool owner on Swimply, a pool rental app, since April 2025. She dedicates minimal time to this activity, renting out her private pool for family swims and private parties.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.