DT
Doreen L. Trammell
THRIVENT INVESTMENT MANAGEMENT
Alexandria, VA
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CRD#: 7664979
DT
Professional summary
Doreen L Trammell, who also goes by Doreen Lynn Lonberger, Doreen Lynn Tramell, Doreen Lynn Trammell, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Alexandria, Virginia.
Doreen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Doreen has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Doreen Lynn Lonberger | Doreen Lynn Tramell | Doreen Lynn Trammell
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.
YOUNGEVITY DISTRIBUTOR POSITION: Youngevity 1 Star Distributor NATURE: Since 2014 I have sold Youngevity products, a wellness focused company. Sales include but are not limited to supplements, food, skin care, make up, digital photo products, household items, essential oils, etc. I recently lost 80 pounds and became a wholeistic health coach and coach clients on a whole array of healthy lifestyle choices. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 5502 Ashfield Rd, Alexandria VA 22315, United States DESCRIPTION: I help run a monthly health focused zoom with other leaders that touches on an aspect of healthy living OUTSIDE of trading hours. I have already batched all my clients that I individually coach into a once a month zoom OUTSIDE of trading hours. From time to time I have client questions that I will take OUTSIDE of trading hours. COLOR STREET POSITION: Color Street Stylist NATURE: It is direct sales of nail strips. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 5502 Ashfield Rd, Alexandria VA 22315, United States DESCRIPTION: I run a private Facebook group of ideas with a shopping link. SELF EMPLOYED CREATIVE MEMORIES ADVISOR POSITION: Creative Memories Advisor (independent contractor) NATURE: Sales of scrapbook supplies, digital photo products and run workshops and retreats to make memory keeping projects. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/28/1996 ADDRESS: 5502 Ashfield Rd, Alexandria VA 22315, United States DESCRIPTION: Sales of traditional scrapbooks and digital photo projects through websites and run zoom and in person workshops and retreats to help people with their memory making projects. HAYFIELD GARDEN CLUB POSITION: Co President NATURE: Civic association that coordinates activities to learn about gardening and plants and related topics. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 7801 Suffolk Ct, Alexandria VA 22315, United States DESCRIPTION: I and another president run the garden club meetings and lead the other committee chairs. The presidents do NOT handle funds. The group sometimes does fund raise and makes make decisions on how funds are spent, like giving money to the boy scouts to help beautify the neighborhood park. I will abstain when we vote on financial matters. PEO INTERNATIONAL POSITION: Committe member NATURE: P.E.O. is a philanthropic educational organization of women who are passionate about celebrating, supporting and motivating women. Our mission is to help women around the world advance through education. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 3700 Grand Avenue, Des Moines IA 50312, United States DESCRIPTION: We support women in education through scholarship, grants, awards, loans and stewardship of Cottey College. We have fund raisers, nominate candidates to scholarship programs and provide education to our local chapters. Our local chapter does NOT make decisions on the grants, awards, or loans as headquarters has boards and trustees that do this work. Only the treasurer has actual control over local chapter funds, and I will abstain from voting on anything financial.
CRS (Client Relationship Summary) - RIA
Click below to view Doreen L Trammell's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Doreen L Trammell'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
April 28, 2023 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 14157 Robert Paris Ct, Chantilly, VA 20151RIA
BD
CRD#: 18387
Alexandria, VA
Current
March 29, 2023 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 14157 Robert Paris Ct, Chantilly, VA 20151RIA
BD
CRD#: 18387
Chantilly, 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
California(9/16/2024)
RR
Colorado(5/17/2023)
RR
District of Columbia(9/27/2023)
IAR
District of Columbia(10/2/2023)
RR
Florida(9/27/2023)
RR
Maryland(5/5/2023)
RR
Montana(9/29/2025)
RR
North Carolina(9/27/2023)
RR
Pennsylvania(5/5/2023)
RR
Texas(9/27/2023)
IAR
Texas(9/27/2023)
RR
Virginia(4/28/2023)
IAR
Virginia(4/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2023
General Securities Representative ExaminationGeneral 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.
