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Credentials
Series 66
Experience Industry experience
13 years
Location
White Sulphur Springs, MT 59645
Thrivent Investment Management
Institution
Sarah Hamlen is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Hamlen serves as a public representative on the Montana Board of Public Accountants, a regulatory body overseeing accounting professionals in the state. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.
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.
White Sulphur Springs, MT
201 W Main Street
White Sulphur Springs MT 59645
Advisors at this office
2
Montana · Oklahoma · Texas
13 years of industry experience
THRIVENT FINANCIAL for Lutherans
2014 - Present • 12 years
Appleton, WI
Thrivent investment Management Inc
2013 - Present • 13 years
White Sulphur Springs, MT
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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
They're affiliated with a bank that may offer its own financial products and services.
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 Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. Her work history includes roles at Thrivent Financial and Thrivent Investment Management Inc, as well as experience in the hospitality and entertainment sectors through 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, delivering written recommendations on a broad range of financial planning topics. The firm offers a holistic, goal-based planning approach that can be integrated with managed-account programs under a consolidated billing option called “WealthPlan.”
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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