Ana McKinley, financial advisor Burlington WI

Ana McKinley

CRD Number: 7431225
Current Firm: Thrivent Investment Management Inc.

Ana McKinley (CRD# 7431225) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Burlington, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Nov 2021 - Current < 1
Thrivent Investment Management Inc. Burlington, WI Oct 2021 - Current < 1
Jds Professional Group Englewood, CO Dec 2019 - Oct 2021 1
Marrs Sevier & Co Lakewood, CO Nov 2017 - Nov 2019 2
None Lakewood, CO May 2017 - Oct 2017 < 1
Hanson & Co Cpa's Denver, CO Feb 2017 - Apr 2017 < 1
None Lakewood, CO May 2016 - Jan 2017 < 1
Hanson & Co Cpa's Denver, CO Jan 2016 - Apr 2016 < 1
Colorado Christian University Lakewood, CO Sep 2015 - Dec 2015 < 1
None Louisville, KY Oct 2011 - Aug 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Ana E. McKinley
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,498
    MILLIONS
  • Total Number of Accounts
    36,159
    ACCOUNTS
  • Average Account Value
    $373,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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