Heather Longlais is a registered investment advisor at Thrivent Asset Management, LLC, based in Appleton, WI, with 26 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $47B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4321 North Ballard Road, Appleton, WI, 54919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather is a Director of Volleyball for Northeast Wisconsin Black Sheep, a non-profit organization providing athletics and mentorship to youth. This role involves record keeping from board meetings and takes a few hours per week.
Employment History
Current Registrations
Thrivent Asset Management, LLC
Thrivent Distributors, LLC
Thrivent Distributors, LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.Broker
PFS Investments INC.Broker
State Registrations50 states
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