Karen Suttman, financial advisor Concord Township OH
93 score

Karen Suttman

CRD Number: 5488618
Current Firm: Thrivent Investment Management Inc.

Karen Suttman (CRD# 5488618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Concord Township, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2008 - Current 8
Thrivent Investment Management Inc. Painesville, OH Jan 2008 - Current 8
Coastal Vision Inc. Painesville, OH Jul 2002 - Apr 2008 5
Bryant And Stratton College Willoughby, OH Aug 1985 - Aug 2007 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Karen L. Suttman
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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