AH
AH

Alyssa Henneman

8 Years of Experience
Sioux City, IA
Broker

Alyssa Henneman is a registered investment advisor at Thrivent Investment Management INC., based in Sioux City, IA, with 8 years of industry experience. Alyssa 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

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.

Loading...

Location

4300 S Lakeport St, Sioux City, IA, 51106

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alyssa owns a cabin that a family member is renting, and is an independent beauty consultant for Mary Kay. She is primarily using Mary Kay to obtain products at a discount for personal use and gifting.

Employment History
Current Registrations
Thrivent Investment Management INC.
January 2019 - Present · 7 yrs 4 mos
Thrivent Investment Management INC.
January 2019 - Present · 7 yrs 4 mos
Thrivent Investment Management INC.Broker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Thrivent Investment Management INC.
October 2017 - July 2018 · 9 mos
Thrivent Investment Management INC.Broker
September 2017 - July 2018 · 10 mos
State Registrations6 states
COFLIAKSNESD
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Alyssa Henneman - Financial Advisor | TrueAdvisor