Advisor at Thrivent Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
White Sulphur Springs, MT 59645
Credentials
Series 66
Industry experience
12 years
Sarah Hamlen is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. She has been serving in these roles since 2013 and 2014 respectively. In addition to her advisory work, Hamlen serves as a public representative on the Montana Board of Public Accountants, a regulatory body overseeing accounting professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on goal-based, holistic planning across various financial topics, offering clients the option to combine planning with managed accounts while keeping the services distinct.
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.
201 W Main Street
White Sulphur Springs, MT 59645
Montana · Oklahoma · Texas
THRIVENT FINANCIAL for Lutherans
2014 - Present (12 years)
Thrivent investment Management Inc
2013 - Present (13 years)
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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.
Series 66
White Sulphur Springs, MT
Thrivent Investment Management
Anna Allan is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Five Star Financial and Thrivent Financial. Outside of finance, she has experience in the hospitality and outdoor sectors, having been involved with businesses such as Wild Oats Baking and Silver Spur Entertainment Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach allows clients to integrate planning with managed-account services while keeping them separate and does not include portfolio management for institutional clients.
Series 66
White Sulfur Springs, MT
Ameriprise
Douglas Chapman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 14 years with Choice Property Management, LLC. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes integrated management of assets held in Ameriprise accounts.
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