Lori Fox (CRD# 5487636) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cincinnati, OH and has over 16 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Cincinatti, OH | Sep 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Sep 2021 - Current | 2 |
| Vantage Financial Partners, LLC | Elm Grove, WI | Aug 2021 - Aug 2021 | < 1 |
| Thrivent Advisor Network, LLC | Maineville, OH | May 2020 - Aug 2021 | 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Feb 2008 - May 2020 | 12 |
| Thrivent Investment Management Inc. | Loveland, OH | Jan 2008 - May 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- OH
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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