Tammy Rupert, financial advisor Montoursville PA

Tammy Rupert

CRD Number: 7081410
Current Firm: Thrivent Investment Management Inc.

Tammy Rupert (CRD# 7081410) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montoursville, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Dec 2019 - Current 3
Thrivent Investment Management Inc. Montgomery, PA Apr 2019 - Current 3
Thrivent Financial Appleton, WI Aug 2019 - Dec 2019 < 1
Homemaker Montgomery, PA Sep 1993 - Aug 2019 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Tammy L. Rupert
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • PA
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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