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Dakota J Atchley

Thrivent Investment Management Inc.

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About Dakota J Atchley

Dakota Atchley is a registered representative and investment advisor representative with Thrivent Investment Management Inc., Dakota has been in the financial services industry since 2019 and is licensed to provide investment advice in 51 states. Dakota has a Series 7TO license and is also a Series 66 licensed representative. Dakota specializes in providing investment advice to individuals and high-net-worth individuals. Dakota has experience with MetLife Investors Distribution Company and Alliance-One Investments, LLC. Dakota is also involved in freelance music production and may engage in this activity in the future.

Firm Information

Dakota Atchley 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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Dakota Atchley’s Registration & Firm History

MN

01/13/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

OK

10/31/2019 - 08/29/2022

ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)

OK

05/25/2019 - 10/31/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (Tulsa OK)

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Licenses & Designations

BOTH

Issued 11/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dakota J Atchley.
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