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Constance Ashmore

Advisor at Thrivent Investment Management

Updated today

Location

Saltillo, MS

Credentials

Series 63, Series 66

Industry experience

10 years

About

Constance Ashmore is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Thrivent since 2016, previously working at Premier Properties of Oxford, Isagenix, and Mary Kay Cosmetics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial plans without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services and conducting periodic plan reviews.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

Saltillo, MS

Most active in

California · Mississippi · Texas

Work history

Thrivent Financial

2017 - Present (9 years)

Thrivent Investment Management Inc

2016 - Present (10 years)

Thrivent Financial

2016 - 2017 (1 year)

Premier Properties of Oxford

2015 - 2016 (1 year)

Isagenix

2011 - 2016 (5 years)

Mary Kay Cosmetics

2002 - 2016 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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