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Carol Ann Hack

Advisor at Thrivent Investment Management — Strawberry, CA

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Credentials

Series 66

Experience

22 years

Location

Strawberry, CA

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,187

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Carol Hack is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 22 years of industry experience. She has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2004. Outside of her advisory role, she serves on the boards of multiple Lutheran organizations, including the Community Outreach Ministry Endeavor in San Jose and the Lutheran Church-Missouri Synod Board of National Mission, and she is a board member of Agnus Dei Lutheran Classical Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across broad financial topics without discretionary portfolio management or implementation services.

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

See office

Strawberry, CA

Strawberry CA

Advisors at this office

1

Most active in

California

Work history

22 years of industry experience

Thrivent Financial For Lutherans

2004 - Present • 22 years

Appleton, WI

Thrivent Investment Management

2004 - Present • 22 years

San Jose, CA

Disclosures

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Business activities & affiliations

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