TC
Tanya Crehan
THRIVENT INVESTMENT MANAGEMENT
Altamont, IL 62411
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CRD#: 6916293
TC
Professional summary
Tanya Crehan, who also goes by Tanya Ann Crehan, Tanya Ann Payne, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Altamont, Illinois.
Tanya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Tanya has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tanya Ann Crehan | Tanya Ann Payne
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.
PERSONAL SOCCER COACH POSITION: Soccer Coach NATURE: Train girls in soccer on occasion for Lobos Soccer club or as a personal trainer INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 6093 Shadow Oaks Cove S, Olive Branch MS 38654, United States DESCRIPTION: On occasion train girls in soccer through out the year. DESOTO COUNTY ECONOMIC DEVELOPMENT COUNCIL POSITION: Organizer NATURE: Seeking to run Bridging the Gap Career Expo for all 10th graders in the area. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: 4716 Pepper Chase Drive, Southaven MS 38672, United States DESCRIPTION: DeSoto County Economic Development Council seeks to further jobs and opportunies in DeSoto County for development and bringing businesses to the area. Looking to coordinate a two day event that is held in October to expose students to opportunies and careers outside of four year education route.
CRS (Client Relationship Summary) - RIA
Click below to view Tanya Crehan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Tanya Crehan'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 14, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 116 N Main Street, Altamont, IL 62411Office #2: 5293 Getwell Rd, Southaven, MS 38672RIA
BD
CRD#: 18387
Altamont, IL
Current
September 11, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 116 N Main Street, Altamont, IL 62411Office #2: 5293 Getwell Rd, Southaven, MS 38672RIA
BD
CRD#: 18387
Altamont, IL
Past
August 7, 2018 - July 20, 2020
HORACE MANN INVESTORS, INC.
BD
CRD#: 11643
MARTINSVILLE, VA
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
Arizona(9/18/2020)
RR
Arkansas(10/26/2021)
RR
Florida(9/18/2020)
RR
Illinois(10/19/2020)
IAR
Illinois(7/25/2024)
RR
Maryland(7/18/2023)
RR
Mississippi(9/15/2020)
IAR
Mississippi(9/15/2020)
RR
Missouri(10/1/2020)
RR
Montana(9/18/2020)
RR
North Carolina(12/8/2022)
RR
South Carolina(8/9/2024)
RR
Tennessee(9/18/2020)
RR
Texas(10/15/2021)
IAR
Texas(10/15/2021)
RR
Virginia(9/11/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/11/2020
General Securities Representative ExaminationGeneral 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.
