Beth A. Boyle
THRIVENT ADVISOR NETWORK
Scribner, NE 68057
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CRD#: 5172785
Professional summary
Beth Ann Boyle, CFP®, who also goes by Beth Ann Stockamp, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Scribner, Nebraska.
Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Beth has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Beth Ann Stockamp
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.
Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 1/08-PRESENT, SCRIBNER ECONOMIC DEVELOPMENT, SCRIBNER, NE; NOT INVESTMENT RELATED, CHAIRPERSON/VICE CHAIR, COMMUNITY ORGANIZATION UNDER THE CITY OF SCRIBNER, NE. THIS ORGANIZATION'S FOCUS IS COMMUNITY DEVELOPMENT AND BETTERMENT. 16 HRS PER MO, 0 SEC TRADING HRS. CHAIRPERSON OF SCRIBNER SPORTS COMPLEX BOARD. THIS ORGANIZATION IS NOT INVESTMENT RELATED. THIS BOARD OVERSEES THE ACTIVITY AND MAINTENANCE NEEDS OF THE SPORTS COMPLEX (SOFTBALL AND BASEBALL FIELDS)AND REPORTS DIRECTLY TO THE CITY OF SCRIBNER. BOARD WAS OFFICIALLY FORMED ON NOVEMBER 7, 2011. I SERVE AS CHAIRPERSON. APPROXIMATELY 5 HOURS PER MONTH. LOW INCOME MINISTRY OF DODGE COUNTY POSITION: Board Member NATURE: Low Income Ministry provides food to help low income families who need assistance. It also assists families with rent and utilities,provides Dodge County schools with school supplies, operates a Christmas Toy Shoppe in December, sponsors a giveaway for new bikes, helmets, and locks, holds asummer fan program, distributes Christmas food boxes, loans out medical equipment and is the disaster resource of Dodge County. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/18/2018 ADDRESS: 549 North H Street, Fremont NE 68026-0598, United States DESCRIPTION: Carry out the purposes of the mission of Low Income Ministry. join committees to work with area churches, organizations and other individuals to address unmet needs in the area.
CRS (Client Relationship Summary) - RIA
Click below to view Beth Ann Boyle'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®
CFP®
Start date: 2015
Experience
Current
September 24, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 437 Main Street, Scribner, NE 68057RIA
CRD#: 304569
Scribner, NE
Past
August 22, 2011 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FREMONT, NE
Past
August 15, 2011 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FREMONT, NE
Past
August 24, 2006 - August 1, 2011
WADDELL & REED
RIA
CRD#: 866
LINCOLN, NE
Past
July 13, 2006 - August 1, 2011
WADDELL & REED
BD
CRD#: 866
LINCOLN, 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.Highlighted states indicate IAR registrations
IAR
Nebraska(9/25/2020)
IAR
Texas(9/24/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/9/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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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Company Information
THRIVENT ADVISOR NETWORK, LLC
CRD#: 304569Scribner, NE 68057TRUST BUT VERIFY
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