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Credentials
Series 66
Experience Industry experience
10 years
Location
Cameron, LA
Thrivent Investment Management
Institution
Karen Rhea is a Series 66 licensed financial advisor with 10 years of industry experience. She is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2024. Prior to that, she worked at Symmetry Financial Group and held various roles outside of finance, including at Pinthouse Pizza and Brinker International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning without discretionary trading authority. The firm provides both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
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.
Cameron, LA
Cameron LA
Advisors at this office
1
Louisiana · Texas
10 years of industry experience
Thrivent Financial
2024 - Present • 2 years
Appleton, WI
Thrivent Investment Management Inc
2024 - Present • 2 years
Austin, TX
Cathleen Wenger - Thrivent
2023 - 2024 • 1 year
Austin, TX
Symmetry Financial Group
2021 - 2023 • 2 years
Round Rock, TX
Pinthouse Pizza
2019 - 2021 • 2 years
Austin, TX
Brinker International
2014 - 2019 • 5 years
Seguin, TX
Wells Fargo Clearing
2006 - 2013 • 7 years
TX
Ameriprise
2005 - 2006 • 1 year
Austin, TX
Ameriprise
2003 - 2003 • 1 year
Austin, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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