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Alasa Harper

Advisor at Thrivent Investment Management

Updated today

Location

Nashville, IN

Credentials

Series 63, Series 66

Industry experience

6 years

About

Alasa Harper is a financial advisor with Thrivent Investment Management in Nashville, IN, holding Series 63 and Series 66 designations. Harper has six years of industry experience, including prior roles at Allstate Insurance and Brown County Schools. Harper has been with Thrivent since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

Nashville, IN

Most active in

Indiana · Texas

Work history

Thrivent Financial

2020 - Present (6 years)

Thrivent Investment Management Inc

2020 - Present (6 years)

Thrivent Financial

2020 - 2020 (1 year)

Allstate Insurance - Bontrager/Heidelberger Agency

2018 - 2020 (2 years)

180 Solutions

2018 - 2018 (1 year)

Brown County Schools

2017 - 2018 (1 year)

Mainstream Fiber Networks

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nashville, IN

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Bloomington, IN

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Options & derivatives strategies Real estate investing
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Series 63, Series 66

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Retirement plans for business owners (SEP, solo 401k)
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CFP®, PFS™, Series 66

Bloomington, IN

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CFP®, Series 65

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Options & derivatives strategies Annuities Real estate investing
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