KB
Karen L. Bickhart
THRIVENT ADVISOR NETWORK
Peachtree City, GA 30269
Some features on this profile are disabled
CRD#: 7094660
KB
Professional summary
Karen Lynn Bickhart, who also goes by Karen Lynn Kirkland, Karen Lynn Knepper, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Peachtree City, Georgia.
Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Karen has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Karen Lynn Kirkland | Karen Lynn Knepper
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.
1. Insurance Sales; 271 GA-74, Peachtree, Georgia 30269; Non-investment related; Approximately 10% of time during the month
CRS (Client Relationship Summary) - RIA
Click below to view Karen Lynn Bickhart'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
October 8, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: Executive Suites By Aberdeen 2011 Commerce Drive Suitea100, Peachtree City, GA, 30269RIA
CRD#: 304569
Peachtree City, GA
Past
September 24, 2020 - September 1, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Peachtree City, GA
Past
February 19, 2020 - September 23, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
PEACHTREE CITY, GA
Past
November 19, 2019 - September 23, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
PEACHTREE CITY, GA
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
Georgia(10/8/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2019
General Securities Representative ExaminationGeneral 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
Registered Investment Advisory firm - (7/24/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
