HW
Heather M. Walraven
THRIVENT ADVISOR NETWORK
Fremont, NE 68025
Some features on this profile are disabled
CRD#: 5077591
HW
Professional summary
Heather Marie Walraven, who also goes by Heather Marie Evert, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Fremont, Nebraska and THRIVENT INVESTMENT MANAGEMENT INC. located in Fremont, Nebraska.
Heather is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Heather has worked at 3 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heather Marie Evert
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Heather Walraven is dually registered with Thrivent Advisor Network, LLC d/b/a RetirePath Advisors LLC and Thrivent Investment Management, Inc. ("TIMI"). Heather Walraven has served as an investment advisor representative for TAN and a registered representative with TIMI since 10/2024. Business is conducted from 419 W. Judy Drive, Fremont, NE 68025. Approximately 90% of Heather Walraven's time is spent on services as an investment advisor representative and the balance as a registered representative. Fixed Insurance Business - not investment related - See Office of Employment for Address - Fixed/Traditional Insurance - Agent - 09/2020 -40 hours a month - 40 security hours a month - sales of fixed/traditional products EAGLE AUTO REPAIR, LLC AUTO REPAIR SHOP, MEMBER OF A 2-MEMBER LLC BETWEEN MY HUSBAND AND I. STARTED 4/1/2007,16 HRS/MTH, I KEEP THE BOOKS FOR THE BUSINESS, MY HUSBAND DOES ALL OF THE REST. RENTAL PROPERTIES POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2005 ADDRESS: 1130 Timberwood Dr, Ames NE 68621, United States DESCRIPTION: Collect rent money, make deposits NAME: Aspire for Greatness; POSITION: Board Member; NATURE: Charitable Organization; INVESTMENT RELATED: No; NUMBER OF HOURS: 2 hrs/month; START DATE: 3/3/2020; ADDRESS: 1544 E Military Ave, Freemont, NE 68025; DESCRIPTION: Non-voting board member THL24, LLC POSITION: Managing Member NATURE: Entity to hold and develop land. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024 ADDRESS: 11808 Miracle Hills Drive, Ste. 110, Omaha NE 68154, United States DESCRIPTION: No day to day duties DROPPING F-BOMBS BOOK POSITION: Author/Owner NATURE: I wrote a book on how to master your fears, strengthen your faith and transform your financial future. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 1130 Timberwood Dr, Ames NE 68002, United States DESCRIPTION: I wrote the book and intend to sell the book on Amazon. TIMBERWOOD HOA POSITION: Treasurer NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2024 ADDRESS: 1130 Timberwood Dr, Ames NE 68621, United States DESCRIPTION: I collect neighborhood dues and pay the bills.
CRS (Client Relationship Summary) - RIA
Click below to view Heather Marie Walraven's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 25, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 419 W Judy Dr, Fremont, NE 68025RIA
CRD#: 304569
Fremont, NE
Current
October 2, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 419 W Judy Dr, Fremont, NE 68025RIA
BD
CRD#: 18387
Fremont, NE
Past
October 29, 2020 - October 3, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Fremont, NE
Past
June 5, 2006 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FREMONT, NE
Past
May 19, 2006 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FREMONT, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/6/2024)
RR
Colorado(11/6/2024)
RR
Illinois(11/6/2024)
RR
Iowa(11/6/2024)
RR
Kansas(11/6/2024)
RR
Kentucky(10/1/2025)
RR
Missouri(11/6/2024)
RR
Montana(11/6/2024)
IAR
Nebraska(9/25/2020)
RR
Nebraska(10/3/2024)
RR
South Dakota(11/6/2024)
IAR
Texas(1/28/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THRIVENT ADVISOR NETWORK, LLC
CRD#: 304569Fremont, NE 68025TRUST BUT VERIFY
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