Sharon Phelps, financial advisor Granville OH
93 score

Sharon Phelps

CRD Number: 4618605
Current Firm: Thrivent Investment Management Inc.

Sharon Phelps (CRD# 4618605) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Granville, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2003 - Current 13
Thrivent Investment Managerment Inc. Granville, OH Dec 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Sharon Phelps
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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