TC
TC

Tanya Crehan

7 Years of Experience
Southaven, MS
Broker

Tanya Crehan is a registered investment advisor at Thrivent Investment Management INC., based in Southaven, MS, with 7 years of industry experience. Tanya 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.

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Location

5293 Getwell Rd, Southaven, MS, 38672

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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.

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Other Business Activities

Tanya coaches girls' soccer on occasion and is an organizer for the DeSoto County Economic Development Council. The council seeks to further jobs and opportunities in DeSoto County.

Employment History
Current Registrations
Thrivent Investment Management INC.
September 2020 - Present · 5 yrs 8 mos
Thrivent Investment Management INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Horace Mann Investors, INC.Broker
August 2018 - July 2020 · 1 yr 11 mos
State Registrations14 states
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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.
Tanya Crehan - Financial Advisor | TrueAdvisor