Georgetown, TX S Austin Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,292,497,010
ClientsTotal clients
124,646
AdvisorsAdvisors at this office
3
Of 3,164 advisors across 1,415 offices
Location
207 S Austin Ave
Georgetown TX 78628
Advisors at this office
3
Advisors at this office
Sarah M
Series 65, Series 63
Georgetown, TX
Thrivent Investment Management
Sarah Mc Entee is a financial advisor with Thrivent Investment Management in Georgetown, TX. She holds Series 65 and Series 63 licenses and has three years of industry experience, all with Thrivent and its affiliates. 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, holistic planning covering a broad range of topics, with options for combined planning and managed-account services under a consolidated billing structure called WealthPlan.
Gregory S
CFP®, Series 63, Series 65
Georgetown, TX
Thrivent Investment Management
Gregory Strickland is a CFP®-designated financial advisor with 30 years of industry experience, currently serving at Thrivent Investment Management. His prior experience includes roles at LPL Financial, LLC and Republic Bank & Trust. Outside of his advisory work, he serves on the board of a pregnancy support organization and holds a Director of Operations position at a local church, where he oversees financial and personnel policies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.
Jeffrey C
Series 66
Georgetown, TX
Thrivent Investment Management
Jeffrey Cartledge is a financial advisor with Thrivent Investment Management in Georgetown, TX, holding a Series 66 credential and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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