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Charles O
CFP®, Series 66
Corvallis, OR
Thrivent Advisor Network, LLC
Charles Owen is a CFP® professional with 20 years of industry experience, currently serving at Thrivent Advisor Network, LLC in Corvallis, OR. His career includes roles at Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. He also holds a position as an insurance producer providing fixed insurance contracts. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies emphasizing low-cost diversified mutual funds and ETFs, with both discretionary and non-discretionary portfolio management and access to independent managers and fee-based products.
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