KB
KB

Karen Bickhart

6 Years of Experience
Peachtree City, GA
Sells Insurance

Karen Bickhart is a registered investment advisor at Thrivent Advisor Network, LLC, based in Peachtree City, GA, with 6 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,821 clients with $6.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
10,821 clients
Average Client Portfolio
$614K average
Assets Under Management
$6.6B

Fee Structure

Investment management only (planning not offered)

Thrivent Advisor Network charges an investment management fee that will not exceed 2% of your portfolio each year. The exact fee depends on the services offered, the complexity of those services, and the amount of your portfolio. The fee is negotiable. Clients may pay more in the TAN Wrap Fee Program.

Loading...

Location

Executive Suites by Aberdeen, 2011 Commerce Drive, SuiteA100, Peachtree City, GA, 30269

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 ActivitiesSells Insurance

Karen is involved in insurance sales, dedicating about 10% of her time to this non-investment related activity.

Employment History
Current Registrations
Thrivent Advisor Network, LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - September 2022 · 2 yrs
Thrivent Investment Management INC.
February 2020 - September 2020 · 7 mos
Thrivent Investment Management INC.Broker
November 2019 - September 2020 · 10 mos
State Registrations1 state
GA
Advisor

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.
Karen Bickhart - Financial Advisor | TrueAdvisor