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Casey Robert Walker

Thrivent Investment Management Inc.

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About Casey Robert Walker

Casey Robert Walker is a financial professional with over 16 years of experience in the financial services industry. Casey Robert Walker is a Registered Representative and Investment Advisor Representative, registered with Thrivent Investment Management Inc. Casey Robert Walker is also licensed in 10 states. Casey Robert Walker specializes in financial planning, retirement planning, and insurance. Casey Robert Walker's professional experience includes roles at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Casey Robert Walker has a Series 66, Series 7, and SIE. Casey Robert Walker is a member of the DeWitt (Iowa) Police Foundation. Casey Robert Walker's office is located at 908 6th Ave in DeWitt, IA.

Firm Information

Casey Walker is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Walker’s Registration & Firm History

IA

03/21/2007 - Present

Thrivent Investment Management Inc. (DE WITT IA)

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Licenses & Designations

BOTH

Issued 03/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Robert Walker.
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