Morgan Stanley
47yrs
Top advisor by experience in Lincoln
2yrs
Based in Lincoln, Nebraska, Nancy Stepp is a fiduciary financial advisor with 2 years of industry experience. Nancy has been with Thrivent Investment Management since 2024. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 550 advisors with offices in Lincoln, and one of 523 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1401 Infinity Rd, Lincoln, NE 68512
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowThrivent Investment Management Inc.Current firm
Contact Nancy
(800) 847-4836Firm headquarters in Minneapolis, MN. Ask for Nancy. 1401 Infinity RdLincoln, NE 68512Office · Get directions Instagram pageThrivent Investment Management
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Thrivent Investment Management at (800) 847-4836 and ask for Nancy Stepp. Nancy works from the Lincoln, NE office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Nancy hold?
Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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