Keith SappCRD Number: 5056345
Current Firm: Thrivent Advisor Network, LLC
Keith Sapp (CRD# 5056345) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Denver, CO and has over 15 years of experience in the finance industry.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Thrivent Advisor Network, LLC||Denver, CO||Jul 2020 - Current||1|
|Thrivent Investment Management Inc.||Loveland, CO||Jun 2007 - Jul 2020||13|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2007 - Jul 2020||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management5,294MILLIONS
Total Number of Accounts21,686ACCOUNTS
Average Account Value$244,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MT, NE, NY, OH, OR, PA, SD, TX, VA, WA, WI
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