Thrivent Investment Management Inc.
Thrivent Investment Management Inc. (CRD# 18387) is a financial advisory firm headquartered in Minneapolis, MN. They manage $8,026,735,231 in 36,119 accounts and serve the financial needs of clients across 50 states (or territories).
Total Assets Under Management8,027MILLION
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Keith Harvey (CRD# 2083197) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tampa, FL and has over 26 years of experience in the finance industry. Keith Harvey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Joseph Reilly (CRD# 2166450) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Worthington, OH and has over 25 years of experience in the finance industry.
Margit Lund (CRD# 2996118) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Golden Valley, MN and has over 18 years of experience in the finance industry.
J. Adam Swarr (CRD# 5993607) is an Financial Associate working at Thrivent Financial in Elizabethtown, PA and has over 5 years of experience in the finance industry.
Thrivent Financial is a not-for-profit, membership organization of Christians – and we're starting a new conversation about money. We see money as a tool, not a goal. Our unique approach to blending faith, finances and generosity helps our members thrive, but that's only part of our story. We also support programs that help build stronger families, churches and communities. You could call it a fresh way to think about money. We call it The Thrivent Way. We create financial strategies that help Christians be wise with money and live generously. We offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, we've helped our member-owners show God's love to others by being good stewards of the gifts they've been given..
William Wedde (CRD# 4929475) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Clemente, CA and has over 10 years of experience in the finance industry.
Since 2005, I have enjoyed serving individuals, churches and non-profit organizations as a Financial Consultant with Thrivent Financial. Initially founded in 1902, Thrivent is a membership organization of Christians currently #333 on the 2015 Fortune 500 list, has over 100 Billion in client assets under management. Thrivent has been named "One of the World's Most Ethical Companies" by the Ethisphere Institute for five consecutive years, 2012 through 2016!
Building long-term relationships is important to me. We'll begin by identifying what's most important to you; your goals, your dreams, making sure you protect your loved ones. Working together, we'll align your values to your investments and improve your likelihood of accomplishing your dreams.
Specialties: Financial planning, retirement savings strategies, wealth management and protection, tax-efficiency of investments and income, retirement income strategies, personal income protection, family protection, insurance, charitable strategies and wealth transfer. Contact me today to arrange a time to work together toward your financial success.
For important disclosure information, visit thrivent.com/disclosures
William Fecht (CRD# 5591548) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cleveland, OH and has over 8 years of experience in the finance industry.
Yvonne Madson (CRD# 4166833) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Rosa, CA and has over 16 years of experience in the finance industry.