HM
Hannah K. Magrum
THRIVENT INVESTMENT MANAGEMENT
Medina, OH 44256
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CRD#: 6089116
HM
Professional summary
Hannah Kott Magrum, who also goes by Hannah Kott, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Medina, Ohio.
Hannah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Hannah has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hannah Kott
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.
KIDS FIRST MEDINA POSITION: Head Chair NATURE: An organization that focuses on supporting our local school system and students through advocacy for levy's, ballot issues pertaining to our school such as redistricting, With the core focus of placing kids at the forefront when decisions are made within our school system and supporting our local school system. This is a political action committee however is nonpartisan and I will not be involved in any financial direction, or financial decisions. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/02/2022 ADDRESS: 739 Weymouth Road, Medina OH 44256, United States DESCRIPTION: Assist with organizing, identifying chairs for other positions and giving them ownership of those positions such as a fundraising chair. Assist with advocacy efforts to ensure voters are aware of the school levy and how it will support our students. Additionally assisting on the public facing front of adding additional support measures within our schools such as supporting mental health, as well as diversity and inclusion projects. Meeting with our superintendent and ensuring a partnership between the community and the school. This is unpaid and I would serve around my work schedule as I am able. HKMAGRUM CONSULTING POSITION: owner NATURE: to assist individuals as well as organizations within disability services planning where a fiduciary relationship would not be appropriate. Some of the examples will be targeted waiver service review as well as appeals, special education advocacy as well as accessibility accommodations within businesses and organizations. general consulting work for disability services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 244 W. Sturbridge Dr, Medina OH 44256, United States DESCRIPTION: reviewing ISPs, IEP's, waiver denials, disability services access with some public speaking opportunity RISING HEIGHTS POSITION: nonprofit board member NATURE: they are a faith-based nonprofit working on building an integrated housing community in northeastern Ohio to serve individuals with disabilities. they additionally have created training curriculum to help train settled refugees to support individuals with disabilities in the community INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2025 ADDRESS: 25147 Tara Lynn Dr., North Olmsted OH 44070, United States DESCRIPTION: I will attend board meetings as necessary, advocacy around disability services and support as well as education. I will not be directly involved with any real estate transactions and organization aims to provide stable housing for the disability community not with the intention of profiting beyond stability of the nonprofit
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Kott Magrum's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Hannah Kott Magrum'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
November 1, 2012 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 244 West Sturbridge Dr, Medina, OH 44256RIA
BD
CRD#: 18387
Medina, OH
Current
October 3, 2012 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 244 West Sturbridge Dr, Medina, OH 44256RIA
BD
CRD#: 18387
Medina, OH
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".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
California(4/16/2025)
RR
Colorado(3/22/2023)
RR
Connecticut(8/29/2023)
RR
Florida(11/9/2012)
RR
Georgia(4/21/2023)
RR
Illinois(3/3/2025)
RR
Kansas(8/20/2024)
RR
Massachusetts(4/21/2022)
RR
Michigan(11/30/2023)
RR
Minnesota(12/3/2021)
RR
Missouri(7/17/2025)
RR
New Hampshire(1/17/2024)
RR
New York(8/22/2024)
RR
Ohio(11/1/2012)
IAR
Ohio(11/1/2012)
RR
Pennsylvania(2/11/2013)
RR
Rhode Island(2/4/2022)
RR
South Carolina(10/2/2025)
RR
Texas(1/2/2019)
IAR
Texas(1/2/2019)
RR
Virginia(5/6/2025)
RR
Washington(5/27/2021)
RR
West Virginia(10/30/2018)
RR
Wisconsin(3/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THRIVENT INVESTMENT MANAGEMENT INC.
CRD#: 18387Medina, OH 44256TRUST BUT VERIFY
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