Constance Waisanen
Constance Waisanen is a registered investment advisor at Thrivent Investment Management INC., based in Astoria, OR, with 19 years of industry experience. Constance 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
100 39th St, Astoria, OR, 97103
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Regulatory History (2)
Customer Dispute
April 2014Customer Dispute
February 2014Other Business Activities
Constance is an artist who sells her work and spends about 10-20% of her time on it. She is also involved with several non-profit organizations, including Partners for the PAC, Trinity LLC (managing rental property), Columbia Memorial Hospital (board member), and North Coast Chorale.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
State Registrations3 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.